Hollander Asset Management Llc
- Regulatory AUM
- $420M
- Discretionary
- $203M
- Clients
- 8
- Avg AUM / client
- $52.5M
- Accounts
- 52
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $241M | 57.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $178M | 42.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $369M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tornado Investment Fund Ltd. | Hedge Fund | Bahamas, The | $255M | 1 |
| Fender Investment Fund | Hedge Fund | Cayman Islands | $114M | 13 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carlos Hollander | Chief Executive Officer | Mar 2009 (17y) | Less than 5% | |
| Botsman, Samy | Shareholder | May 2021 (5y) | ≈ 18.75% – 50% via Faros Participações S.A. | |
| Bianca Mia Hollander Pontes | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Faros Participações S.A. | Owner | Sep 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Botsman, Samy: 25% – 50% of Faros Participações S.A. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $369M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tornado Investment Fund Ltd. | Hedge Fund | $255M | $50.0K | 1 |
| Fender Investment Fund | Hedge Fund | $114M | $100K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.38 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/30/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Citigroup, Inc. $101M (24% of AUM) Jul 2026
- J.P. Morgan $11.7M (3% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗