RIA Intelligence

HOLTDEX, LLC

CRD #297502 SEC #802-113677 INCLINE VILLAGE, NV 512-677-7666
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 28, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOLTDEX, LLCDEMANAGER OF HOLTDEX FUND, LLCE Control
HOLTDEX, LLCDEMANAGER OF HOLTDEX FUND, LLCE Control

Registrations

Federal

ERA
Mar 28, 2019 REGISTERED

Address

880 NORTHWOOD BLVD
SUITE 2
INCLINE VILLAGE, NV 89451
United States
Phone: 512-677-7666