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Holcombe Financial, Inc.

● SEC registered since 2006CRD 142238SEC# 801-67308Atlanta, GA
Export (members)
Ranks #3,931 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$379.4M
Fund GAV
$14M
Private funds
3
Employees
6
Accounts
694
Location
Atlanta, GA

Holcombe Financial, Inc. assets under management

Holcombe Financial, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2006. It reports $379.4 million in regulatory assets under management and employs 6 people. Holcombe Financial, Inc. manages 3 private funds with combined gross assets of $14 million, including Hf Fmc Income Fund II, LLC. By regulatory assets, it ranks 3,931 of 5,911 private fund managers.

Holcombe Financial, Inc. private funds

3 funds · $14M GAV
FundTypeGross assetsMin.
Hf Fmc Income Fund II, LLCReal Estate$8.7M$100K
Hf Office Income Fund, LLCReal Estate$4.4M$100K
Hf Retail Income Fund, LLCReal Estate$959K$100K

Holcombe Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Russell E Holcombe ControlPresident / Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Holcombe Financial, Inc. manage?

Holcombe Financial, Inc. reports $379.4 million in regulatory assets under management on its Form ADV.

How many private funds does Holcombe Financial, Inc. manage?

Holcombe Financial, Inc. manages 3 private funds with combined gross assets of $14 million.

How many employees does Holcombe Financial, Inc. have?

Holcombe Financial, Inc. reports 6 employees.

Where is Holcombe Financial, Inc. located?

Holcombe Financial, Inc. is based in Atlanta, GA and has been SEC-registered since 2006.

Does Holcombe Financial, Inc. disclose fund performance?

Holcombe Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319
Phone404-257-3317
Fax404-257-9818
Office hours9:00 a.m. - 4:45 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2056177
Discloses disciplinary historyNo

Assets under management

Discretionary$360.8M
Non-discretionary$18.6M
Total (RAUM)$379.4M

Service providers