Holdun Family Office LLC

Holdun Family Office LLC is a registered investment adviser based in Miami, Florida, providing personalized Wealth Management Services since 2019. The firm offers broad-based wealth management services, including financial planning and portfolio management tailored to individual client needs. Holdun offers discretionary and non-discretionary portfolio management services, advising on various types of securities such as equities, debt securities, and mutual funds. The firm may use sub-advisors to assist with portfolio management, specializing in traditional or alternative investments. For Wealth Management Services, Holdun charges annualized asset management fees based on a percentage of the market value of assets managed, with fees ranging from 0.50% to 1.75%. The firm may also enter into flat fee arrangements for administrative services. Holdun does not participate in wrap fee programs and had discretionary assets under management of $28,597,676 and non-discretionary assets under management of $85,934,195 as of December 31, 2024. Holdun does not receive economic benefits for client referrals or from broker-dealers. The firm does not vote proxies and does not have custody of client funds. Holdun's Chief Compliance Officer oversees the firm's compliance program, ensuring adherence to the Code of Ethics and regulatory requirements. The firm's Chief Investment Officer, Giuseppe Mazzeo, has no history of legal or disciplinary events and is not engaged in outside business activities. Holdun Family Office LLC is SEC registered, subject to regulatory oversight, and maintains a compliance program to meet fiduciary obligations.