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HOLOCENE ADVISORS, LP
CRD 287999File 801-110222
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$50.43B
Top 10% of cohort (national)
Discretionary AUM
$50.43B
Clients
7
7 accounts
Employees
115
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 23, 2017
- Principal office
- 15 EAST 26TH ST., 8TH FLOOR, NEW YORK, NY, 10010
- Phone
- 646-779-6420
- Website
- HTTP://WWW.HOLOCENE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.43B
- Discretionary AUM
- $50.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $7.20B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $50.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 94 | 115 | increased by21 |
| Apr 1, 2026 | AUM | $38,045,776,124 | $50,429,577,436 | increased by$12,383,801,312 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 66 | 94 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $28,349,423,945 | $38,045,776,124 | increased by$9,696,352,179 |
| Apr 1, 2022 | Employees | 62 | 66 | increased by4 |
| Apr 1, 2022 | Clients | 4 | 7 | increased by3 |
| Apr 1, 2022 | AUM | $21,829,938,000 | $28,349,423,945 | increased by$6,519,485,945 |
| Apr 1, 2022 | Accounts | 4 | 7 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOLOCENE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOLOCENE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.