Zaloguj Zarejestruj się zadarmo

Holte Capital Ltd (London)


Holte Capital Ltd is a large advisory firm based in London. It manages $230 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Holte Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holte Capital: assets under management

The assets under management (AUM) of Holte Capital Ltd is $230 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $230 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holte Capital Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
New Haven Trustees Trustee 1 Jan 2002 Other na

Based in London

The principal office where Holte Capital Ltd performs its advisory services is located at 2 Brook Street, London, W1 S 1 Bq, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44 207 647 7520 or by fax +44 207 647 7549. The normal business hours are 7am - 7pm on Monday - Friday.


Registered investment advisers similar to Holte Capital Ltd