Investment adviser · CRD 326907

HOLDINGZ

Investment adviser filing (IA)

HOLDINGS INVESTMENT ADVISORS LLC

SAN FRANCISCO, CA, United States · Form ADV filed Apr 9, 2024

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 9, 2024. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

2261 MARKET STREET, NUM 5149
SAN FRANCISCO, CA, 94114, United States

CRD 326907

Filing source

Form ADV 1864504 · Apr 9, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.