HOLDUN FAMILY OFFICE LLC
CRD #300709 SEC #801-115046 MIAMI, FL 561-373-3309
SEC Registered
Total AUM
$114.5M
Discretionary
$28.6M
Employees
4
Clients
0
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $114.5M | $28.6M | $85.9M | 4 | 0 |
| Nov 2024 | $100M | $34.3M | $65.6M | 4 | 0 |
| Jul 2024 | $100M | $34.3M | $65.6M | 4 | 0 |
| Apr 2024 | $100M | $34.3M | $65.6M | 4 | 0 |
| Mar 2024 | $100M | $34.3M | $65.6M | 4 | 0 |
| Feb 2023 | $94.6M | $32.9M | $61.7M | 4 | 0 |
| Oct 2022 | $116.8M | $52.4M | $64.4M | 4 | 0 |
| Sep 2022 | $116.8M | $52.4M | $64.4M | 4 | 0 |
| Jun 2022 | $116.8M | $52.4M | $64.4M | 4 | 0 |
| Jun 2022 | $116.8M | $52.4M | $64.4M | 4 | 0 |
| Feb 2022 | $116.8M | $52.4M | $64.4M | 4 | 0 |
| Jun 2021 | $120.8M | $46.2M | $74.6M | 6 | 0 |
| Mar 2021 | $120.8M | $46.2M | $74.6M | 6 | 0 |
| Dec 2020 | $122.3M | $52.1M | $70.1M | 5 | 0 |
| Jun 2020 | $122.3M | $52.1M | $70.1M | 5 | 0 |
| Apr 2020 | $122.3M | $52.1M | $70.1M | 5 | 0 |
| Mar 2020 | $122.3M | $52.1M | $70.1M | 5 | 0 |
| Dec 2019 | $114.3M | $38.9M | $75.4M | 4 | 0 |
| Dec 2019 | $114.3M | $38.9M | $75.4M | 4 | 0 |
| Aug 2019 | $114.3M | $38.9M | $75.4M | 4 | 0 |
| Aug 2019 | $125M | $125M | $0 | 4 | 0 |
| Mar 2019 | $125M | $125M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$114.5M
Discretionary$28.6M
Non-Disc.$85.9M
Employees4
Clients0
DateNov 2024
Total AUM$100M
Discretionary$34.3M
Non-Disc.$65.6M
Employees4
Clients0
DateJul 2024
Total AUM$100M
Discretionary$34.3M
Non-Disc.$65.6M
Employees4
Clients0
DateApr 2024
Total AUM$100M
Discretionary$34.3M
Non-Disc.$65.6M
Employees4
Clients0
DateMar 2024
Total AUM$100M
Discretionary$34.3M
Non-Disc.$65.6M
Employees4
Clients0
DateFeb 2023
Total AUM$94.6M
Discretionary$32.9M
Non-Disc.$61.7M
Employees4
Clients0
DateOct 2022
Total AUM$116.8M
Discretionary$52.4M
Non-Disc.$64.4M
Employees4
Clients0
DateSep 2022
Total AUM$116.8M
Discretionary$52.4M
Non-Disc.$64.4M
Employees4
Clients0
DateJun 2022
Total AUM$116.8M
Discretionary$52.4M
Non-Disc.$64.4M
Employees4
Clients0
DateJun 2022
Total AUM$116.8M
Discretionary$52.4M
Non-Disc.$64.4M
Employees4
Clients0
DateFeb 2022
Total AUM$116.8M
Discretionary$52.4M
Non-Disc.$64.4M
Employees4
Clients0
DateJun 2021
Total AUM$120.8M
Discretionary$46.2M
Non-Disc.$74.6M
Employees6
Clients0
DateMar 2021
Total AUM$120.8M
Discretionary$46.2M
Non-Disc.$74.6M
Employees6
Clients0
DateDec 2020
Total AUM$122.3M
Discretionary$52.1M
Non-Disc.$70.1M
Employees5
Clients0
DateJun 2020
Total AUM$122.3M
Discretionary$52.1M
Non-Disc.$70.1M
Employees5
Clients0
DateApr 2020
Total AUM$122.3M
Discretionary$52.1M
Non-Disc.$70.1M
Employees5
Clients0
DateMar 2020
Total AUM$122.3M
Discretionary$52.1M
Non-Disc.$70.1M
Employees5
Clients0
DateDec 2019
Total AUM$114.3M
Discretionary$38.9M
Non-Disc.$75.4M
Employees4
Clients0
DateDec 2019
Total AUM$114.3M
Discretionary$38.9M
Non-Disc.$75.4M
Employees4
Clients0
DateAug 2019
Total AUM$114.3M
Discretionary$38.9M
Non-Disc.$75.4M
Employees4
Clients0
DateAug 2019
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients0