Holdings Manager, Llc.

Holdings Manager, Llc. company information, Employees & Contact Information

Updated June 2026

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Holdings Manager, Llc. is a Financial Services company and founded in 2017. Contact data was last refreshed in June 2026. Find Holdings Manager, Llc.'s verified employee emails, phone numbers, headquarters address, and key decision makers below.

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Holdings Manager, LLC. serves asset managers and RIAs through a suite of quarterly and monthly services including SEC Filings Management, Unified Consultant Database Distributions, RFP Preparations, and all things holdings related.

Company Details

Founded
2017
Address
Dallas, Tx 75201, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
https://holdingsmanager.com
Keywords
RFPs, Equities, Reconciliation, SEC Filings, Returns Distribution, Back Office, Process Integration, Advent APX, Advent Moxy, Charles River, FactSet, Bloomberg, CapIQ, Zephyr, Attribution.
HQ
Dallas, TX
Competitors
Tetra Laval International.
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