The HOLCOMBE FINANCIAL is a privately held investment adviser that advises $451.56mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HOLCOMBE FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 58.75% over the last 5-years.
The Group has been registered with the SEC for 19.68 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4151 ASHFORD DUNWOODY ROAD SUITE 165, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $451.56mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $365.98mn or 81.05% of Total Assets and Individuals own $43.61mn or 9.66% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $14.03mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
HOLCOMBE FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.