What is Holos Asset Management's NAICS code?

Holos Asset Management's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique Niche Holos Asset Management is a specialized, research-driven boutique firm with a focus on long-term, value-based investment strategies, which could benefit from tailored investment solutions and advanced analytical tools.

Growth Potential With recent revenue under 1 million dollars, there may be significant opportunities to grow assets under management through targeted marketing and expanded client outreach.

Technology Focus The firm employs a comprehensive, dynamic, valuation-based approach, indicating an openness to adopting advanced fintech solutions and data analytics to enhance their strategic asset allocation.

Market Differentiation Holos's emphasis on integrated, strategic asset management differentiates it from larger, more traditional firms, presenting opportunities to position innovative products or services tailored to their unique investment philosophy.

Competitive Landscape Despite its small size, Holos operates within a competitive milieu of major asset managers, highlighting the potential for scalable solutions or partnership opportunities that support their niche investment approach.

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Holos Asset Management Tech Stack

Media & News

Holos Asset Management's Email Address Formats

Holos Asset Management uses at least 1 format(s):

Holos Asset Management Email Formats	Example	Percentage

Frequently Asked Questions

Where is Holos Asset Management's headquarters located?

Holos Asset Management's main headquarters is located at Chicago, Illinois 60602 United States. The company has employees across 1 continents, including North America.

What is Holos Asset Management's official website and social media links?

Holos Asset Management's official website is holosassetmanagement.com and has social profiles on LinkedIn.

What is Holos Asset Management's SIC code NAICS code?

Holos Asset Management's SIC code is 6531 - Real Estate Agents and Managers NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Holos Asset Management have currently?

As of February 2026, Holos Asset Management has approximately 2 employees across 1 continents, including North America. Key team members include Partner: S. H.. Explore Holos Asset Management's employee directory with LeadIQ.

What industry does Holos Asset Management belong to?

Holos Asset Management operates in the Investment Management industry.

When was Holos Asset Management founded?

Holos Asset Management was founded in 2006.

Holos Asset Management

Q: How many employees does Holos Asset Management have currently?

Holos Asset Management has approximately 2 employees.

Investment ManagementIllinois, United States2-10 Employees

HOLOS Asset Management is a boutique Chicago-based investment firm founded in 2006 as a new type of investment adviser. The firm was created with the belief that the right combination of asset allocation, international diversification, and long-term investing can maximize risk-adjusted returns. HOLOS employs a research-intensive strategy to pursue these benefits: the firm’s approach is an integrated and comprehensive methodology – a true strategic approach to managing your assets. Our use of dynamic, valuation-based asset allocations drives our investment decisions.