HoldCo Asset Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
515 E Las Olas Blvd Ste 650, Fort Lauder...Phone Number
(954) 433-6860Website
www.holdcoam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
2
1
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1
About HoldCo Asset Management
HoldCo Asset Management is a financial services firm based in Fort Lauderdale, Florida, specializing in asset management. The company offers a range of investment strategies and services aimed at helping clients achieve their financial objectives. Their intended clients include individual investors and institutions looking for tailored investment solutions. HoldCo emphasizes the importance of independent evaluation of investments based on individual risk profiles and financial circumstances.Explore more
HoldCo Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
HoldCo Asset Management
<$5M
1-10
Private
-
2011
SC
Shan ChangGeneral Counsel & Chief Compliance Officer
Company Profile Activity
Activity Insights
HoldCo Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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HoldCo Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HoldCo Asset Management.
HoldCo Asset Management Tech Stack
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HoldCo Asset Management News & Media
Inside a $147 Million Columbia Banking Position Built During a Soft Year for the Stock
A regional bank with slowing headline profits is quietly stockpiling capital, widening margins, and gearing up for large buybacks.Why This Regional Bank Stock Drew a New $35.8 Million Investment
With regional banks still lagging the broader market, this new pick sticks out in a concentrated portfolio.Eastern Bankshares Draws $116 Million Allocation as Profits Hit $106 Million
Amid a sharp run and plenty of whiplash, one investor doubled down on a regional bank posting triple-digit quarterly profits and quietly improving its balance sheet.HOLDCO ASSET MANAGEMENT RELEASES PRESENTATION TO THE INDEPENDENT DIRECTORS OF COMERICA INC.
FORT LAUDERDALE, Fla., Nov. 17, 2025 /PRNewswire/ -- Today, HoldCo Asset Management, LP ("HoldCo"), a Florida-based investment firm managing approximately $2.6 billion in regulatory assets under management, released a presentation to the Independent Directors of Comerica Inc. entitled...
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HoldCo Asset Management is a financial services firm based in Fort Lauderdale, Florida, specializing in asset management. The company offers a range of investment strategies and services aimed at helping clients achieve their financial objectives. Their intended clients include individual investors and institutions looking for tailored investment s... Read More
