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Money Holistics
Money Holistics is a family office with no public AUM or principal disclosures. Its investment strategy and structure are not documented.
Money Holistics
MONEY HOLISTICS is an SEC-registered investment adviser in HOUSTON, TX. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
What is Money Holistics' investment strategy?
Money Holistics' specific investment strategy is not publicly disclosed. The firm's name implies a holistic approach to wealth, potentially spanning traditional asset classes like equities and fixed income, as well as alternatives. No concrete information on target sectors, stages, or geographic focus is available.
Who runs Money Holistics?
No named principals or investment decision-makers have been publicly identified for Money Holistics. Without official filings or media mentions, the leadership structure remains unknown.
How large is Money Holistics in terms of assets under management?
Money Holistics does not publicly disclose its AUM. No credible estimates or third-party reports provide a figure, so the firm's scale is uncertain.
Where is Money Holistics based?
The firm's headquarters location is not publicly available. No address or city has been confirmed through official sources.
Does Money Holistics make direct investments or commit to external funds?
There is no public information on whether Money Holistics makes direct investments, fund commitments, or uses a hybrid approach. The firm's investment vehicle preferences are not documented.
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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