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HOLT XCHANGE
HOLT XCHANGE is a asset manager; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
HOLT XCHANGE
HOLT XCHANGE INC. is an SEC-registered investment adviser in Montreal, Quebec, registered since 2024. It is based in Canada.
General information
Firm type
Asset Manager
Location
Region
North America
Country
Canada
Principals
Brendan Holt Dunn
Founder & CEO
Sector focus
Frequently asked questions
How does Holt XChange source its investment opportunities?
Holt XChange sources deal flow from its network of established venture capital firms. The platform acts as a syndicate, aggregating investor capital to co-invest alongside these lead VCs, rather than originating proprietary deals independently. Specific partner firms have not been publicly listed by the company.
Is Holt XChange a fund or a deal-by-deal syndicate?
Holt XChange operates on a deal-by-deal syndication model. Investors review and choose individual opportunities rather than committing to a blind pool. This structure gives participants discretion over which specific venture rounds they join.
Who runs investment decisions at Holt XChange?
Brendan Holt Dunn, the founder and CEO, leads the firm. He is responsible for deal selection, VC partner relationships, and platform direction. The firm does not publicly name an investment committee or additional investment partners.
What investment stages does Holt XChange typically target?
The firm tends to focus on later-stage venture rounds, often participating in financings for companies that have already raised from institutional venture capital firms. This includes growth-stage technology companies in North America.
Does Holt XChange manage a permanent capital vehicle?
No permanent capital vehicle is disclosed. The firm appears to operate through special purpose vehicles formed for each syndicated deal, consistent with most deal-by-deal venture syndication platforms.
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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