HOLDUN FAMILY OFFICE LLC
Adviser information for HOLDUN FAMILY OFFICE LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 24 | $34.3M |
| Non-Discretionary | 28 | $65.6M |
| Total | 52 | $100.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 16 | $18.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 18 | $43.0M |
| Other | 18 | $38.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 15 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMMINIMUM FIXED FEE PAYABLE QUARTERLY |
Identifiers
| SEC RIA File Number | 801-115046 |
|---|---|
| SEC ERA File Number | 801-115046 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300709 |
| Legal Entity Identifier | 984500B1967798E06A94 |
Principal Office
2125 BISCAYNE BLVDSUITE 324
MIAMI
FL
United States
Monday - Friday, 9:00 AM TO 4 PM
Tel: 561-373-3309, Fax: None
Websites
Chief Compliance Officer
MARIAN STUPKA
CHIEF COMPLIANCE OFFICER
2125 BISCAYNE BLVD.
SUITE 324
MIAMI
FL
United States
Tel:
561 371-0135
M******@*********************M
(Full email address available in API data)
Regulatory Contact
MICHAEL A. BLANK
MANAGING DIRECTOR
2125 BISCAYNE BLVD.
SUITE 324
MIAMI
FL
United States
Tel:
561 573-3309
M*****@*********************M
(Full email address available in API data)
Industry Affiliates
| HOLDUN FAMILY OFFICE (BAHAMAS) LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STUPKA, MARIAN, NMN | Individual | – | CCO | 08/2019 | < 5% |
| HOLDUN FAMILY INVESTMENTS, LLC | Domestic Entity | – | 85% OWNER OF THE APPLICANT IA | 03/2019 | > 75% |
| BLANK, MICHAEL, ARLEN | Individual | – | MANAGING DIRECTOR | 03/2019 | 10-25% |
| Dunn, Brendan, Holt | Individual | HOLDUN FAMILY INVESTMENTS, LLC | MAJORITY OWNER OF HOLDUN FAMILY INVESTMENTS, LLC | 04/2019 | > 75% |