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RIA · CRD 135294State-Registered Investment Adviser

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The Holland Group

The Holland Group, Inc. is a state-registered investment adviser in San Diego, CA. It manages approximately $96 million in regulatory assets.

Overview

The Holland Group, Inc. is a state-registered investment adviser in San Diego, CA. It manages approximately $96 million in regulatory assets. The firm has 3 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

1985

Location

Region

North America

Country

United States

City

San Diego

Corporate office

Buffalo, NY, United States

Principals

Jennifer Holland Zagarella

President & CEO

Michael J. Maloney

Chief Financial Officer

Sector focus

Industrial TechMedia & EntertainmentReal Estate

Frequently asked questions

Does The Holland Group invest in outside funds or direct deals alongside GPs?

No. The firm does not participate in third-party fund commitments, co-investment vehicles, or venture capital. Its activity is limited to direct oversight of Holland Propulsion and direct ownership of specific real estate assets in the Buffalo area. This makes it atypical among single-family offices that have adopted diversified institutional portfolio models.

Does the firm invest outside Western New York?

The firm's known investment footprint is almost entirely concentrated in Western New York, with real estate holdings centered in Buffalo's Larkinville district and the Holland Propulsion facility located in the Buffalo metro area. There have been no disclosed commitments in other U.S. regions or internationally, though the group is positioned to participate in broader industrial programs through its subsidiary's Department of Defense contracting relationships.

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