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Holon Wealth Management
HOLON WEALTH MANAGEMENT is an SEC-registered investment adviser since 2025. It has 1 employee and 1 investment adviser. The firm is registered with the SEC.
Overview
HOLON WEALTH MANAGEMENT is an SEC-registered investment adviser since 2025. It has 1 employee and 1 investment adviser. The firm is registered with the SEC.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David B. Lerner
CEO
Mark J. Ahn
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Holon Wealth Management?
CEO David B. Lerner oversees the firm's overall strategy, while CIO Mark J. Ahn leads the investment committee. The team structures portfolios across public and private markets, with an emphasis on direct allocations in private credit and real estate.
How does Holon source proprietary deal flow?
Holon maintains relationships with institutional co-investors and intermediaries in private credit, real estate, and infrastructure. It also participates in club deals and syndications alongside larger allocators, providing its clients access to opportunities sourced through this network (public record).
Does Holon participate in fund commitments or only direct deals?
Holon engages in both fund commitments and direct co-investments. It allocates to private credit funds and also pursues direct real estate equity and infrastructure deals, often alongside institutional limited partners.
What is Holon's geographic investment focus?
The firm's principal geographic focus is the United States. It selectively invests in other developed markets, primarily in Western Europe and Canada, especially in infrastructure and private credit.
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