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Holistic Asset Management
HOLISTIC ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in MIAMI, FL. The firm manages approximately $49 million in regulatory assets.
Holistic Asset Management
HOLISTIC ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in MIAMI, FL. The firm manages approximately $49 million in regulatory assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Holistic Asset Management?
No named principals or investment professionals have been publicly identified for Holistic Asset Management. The firm does not list a management team on any public platform.
Is Holistic Asset Management a single family office or a multi-family office?
Public records classify Holistic Asset Management, LLC as a family office. The lack of disclosed principals or wealth origin suggests a single family office structure, but this is unconfirmed.
Does Holistic Asset Management make direct investments or commit to funds?
The firm's investment approach is not publicly documented. No direct deals, co-investments, or fund commitments have been reported.
Where does the underlying wealth for Holistic Asset Management come from?
The source of wealth for Holistic Asset Management has not been disclosed. No family name, industry, or fortune origin is associated with the firm in public records.
What is Holistic Asset Management's AUM?
Holistic Asset Management has not publicly disclosed its AUM. No estimates from third-party sources are available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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