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.

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).

Holon operates as a multi-family office and RIA, serving several unrelated families, foundations, and institutions. This structure allows it to pool capital for direct investments while remaining more flexible than a single-family office.

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.

Holon focuses on later-stage private credit, value-add and opportunistic real estate, and core-plus infrastructure. It does not typically lead venture-stage equity rounds but will co-invest in structured credit and real assets.

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.

Yes, as part of its wealth management services, Holon assists clients in establishing donor-advised funds and supporting philanthropic strategies. These are separate from the investment portfolio and managed under the advisory arm of the firm.