Allocator Index · CRD 142238

HOLCOMBE FINANCIAL, INC.

Atlanta, GA · 404-257-3317 · holcombefinancial.com

SEC IAPD record ↗

Fit score

94

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

96

Other individuals

83

HNW assets

$366.0M

Total AUM

$451.6M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
HF FMC INCOME FUND II, LLCReal Estate Fund$8.7M
HF OFFICE INCOME FUND, LLCReal Estate Fund$4.4M
HF RETAIL INCOME FUND, LLCReal Estate Fund$959K