LP Profile

Holderness Investments

Also known as holderness

Wealth ManagerGreensboro, United StatesFounded 1995
Greensboro
Headquarters
Investment Focus

About Holderness Investments

At Holderness Investments, we design personalized wealth management solutions made to create lasting value for our clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Holderness Investments from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$660.7M
Total Clients
778
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Holderness Investments across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Holderness Investments?

Holderness Investments is a wealth manager based in Greensboro, United States.

Where is Holderness Investments headquartered?

Holderness Investments is headquartered in Greensboro, United States.

When was Holderness Investments founded?

Holderness Investments was founded in 1995.

How can I contact Holderness Investments?

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