# Holmes Investment Management

Holmes Investment Management is a RIA based in Brockton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brockton, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1998
- **Assets under management:** $150M – $350M (Altss estimate)
- **Website:** holmesinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/holmes-investment-management-inc

## Regulatory record

- **CRD number:** 123920
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123920

## About

HOLMES INVESTMENT MANAGEMENT, INC. is a state-registered investment adviser in BROCKTON, MA. The firm manages approximately $50 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Sectors

- Financial Services
- Real Estate
- Media & Entertainment
- Industrial Tech
- Consumer

## People

- Jon Holmes — Founder & President

## Questions

### How does the office source investment ideas?

Holmes relies on fundamental bottom-up research informed by his Gabelli-era network across insurance, financial services, and media. The firm does not participate in bank-run auction processes or pay investment-banking fees for deal flow. Instead, Holmes screens for owner-operator management teams, transparent financial reporting, and durable competitive moats in industries he has tracked for decades.

### Does the firm invest outside the United States?

The equity portfolio centers on US-domiciled issuers, though many underlying holdings — Berkshire Hathaway, Markel, and White Mountains notable among them — carry significant international revenue exposure through subsidiaries and reinsurance operations. Holmes has not disclosed dedicated international direct-investment programs.

## Related profiles

- [Signet Investment Advisory Group](https://altss.com/profile/signet-investment-advisory-group-inc)
- [CDK Realty Advisors](https://altss.com/profile/cdk-realty-advisors-lp)

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Last updated: 2026-07-06T01:24:18.394Z

Canonical page: https://altss.com/profile/holmes-investment-management-inc

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