HOLDEN FAMILY OFFICE, LLC

HOLDEN FAMILY OFFICE, LLC is an SEC-registered investment adviser (CRD 324597). Regulatory assets under management: $39.9M.

Registration

• CRD: 324597
• Type: Registered investment adviser
• Phone: 413-427-0331
• Latest filing: 2026-04-08
• Regulatory AUM: $39.9M
• Discretionary AUM: $39.9M
• Clients: 2
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search