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Holdco Asset Management, LP

RIA Fort Lauderdale, FL CRD 167054 Last verified October 2026

Overview

Holdco Asset Management, LP is an SEC registered investment adviser based in Fort Lauderdale, FL, registered since 2016. It reports $2.8B in assets under management across 4 accounts, with 7 employees.

Reported AUM
$2.8B
Discretionary
100%
Accounts
4
Employees
7
Registered since
2016
Jurisdictions
1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Client types
  • Pooled Investment Vehicles
Fee structure
Performance-Based Fees

Executive officers 3 of 4

  • Jonathan Ross Leitner Chief Financial Officer CRD 6049560
  • Shan Ming Chang Chief Compliance Officer CRD 7674908
  • Michael Alex Zaitzeff Member of General Partner CRD 6167568

1 more executive officer, with direct contact details

Location

Headquarters
515 E Las Olas Blvd Ste 1010
Fort Lauderdale, FL 33301
County
Broward
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Region
South

Registrations

  • SEC registered
  • Registered in 1 jurisdiction
  • Website: holdcoam.com

Every state, with registration dates

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