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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

HOLOCENE ADVISORS, LP

CRD 287999

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2afc0e89-238e-97ce-974a-8161b67296d3

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Mar 19, 2017 to Mar 27, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $50BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 115
Advisory employees: 51
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $50B
SEC number: 801-110222
CIK: 1700574
CRD: 287999
Filings on the tape: 15
First filed: Mar 19, 2017
Latest filed: Mar 27, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HOLOCENE ADVISORS MASTER FUND LTD.	Hedge Fund	$36B	Mar 27, 2024	348	Mar 19, 2017	reported	021-284999
HOLOCENE CHILDREN'S FUND LP	Hedge Fund	$439M	Mar 27, 2024	60	Mar 30, 2022	reported	021-432836

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALBERT, ERIC, MILO	CHIEF COMPLIANCE OFFICER & LEGAL COUNSEL	Na	yes	05/2021	May 5, 2021	Mar 27, 2024
ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016	LIMITED PARTNER	C	yes	05/2018	May 9, 2018	Mar 27, 2024
DAILEY, JULIA, BRAUNSTEIN	CHIEF OPERATING OFFICER	Na	yes	07/2016	Mar 19, 2017	Mar 27, 2024
FLETT HALEY GRANTOR RETAINED ANNUITY TRUST	LIMITED PARTNER	D	yes	05/2018	May 9, 2018	Mar 27, 2024
FORTUNE, BRIAN, HOWARD	GENERAL COUNSEL	Na	yes	11/2016	Mar 19, 2017	Mar 27, 2024
HALEY, JOHN, BRANDON	Trustee	C	yes	05/2018	Mar 19, 2017	Mar 27, 2024
HALEY, JOHN, BRANDON	MANAGING MEMBER	C	yes	04/2016	Mar 19, 2017	Mar 27, 2024
HALEY, JOHN, BRANDON	CHIEF INVESTMENT OFFICER	C	yes	03/2016	Mar 19, 2017	Mar 27, 2024
HOLOCENE GP, LLC	GENERAL PARTNER	Na	yes	03/2016	Mar 19, 2017	Mar 27, 2024
SONI, VISHAL, GIRISHKUMAR	CHIEF RISK OFFICER	Na	yes	09/2016	Mar 19, 2017	Mar 27, 2024
WALBRIDGE, BRADLEY, MARK	CHIEF FINANCIAL OFFICER	Na	yes	10/2016	Mar 19, 2017	Mar 27, 2024
FLETT, ANNA, LAURA	Trustee	D	no	03/2022	Mar 30, 2022	Mar 27, 2024
FLETT, ANNA, LAURA	TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST	D	no	03/2022	Mar 30, 2022	Mar 27, 2024
Marcus, Jennifer, Esther	TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST	D	no	06/2023	Jun 21, 2023	Mar 27, 2024
Marcus, Jennifer, Esther	Trustee	C	no	06/2023	Jun 21, 2023	Mar 27, 2024
Marcus, Jennifer, Esther	Trustee	D	no	06/2023	Jun 21, 2023	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HOLOCENE FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
JOHN BRANDON HALEY	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$50B	$50B	115	51	2	n/a
2024	Mar 27, 2025	$38B	$38B	94	42	2	n/a
2023	Mar 27, 2024	$37B	$37B	86	45	2	$37B
2022	Mar 29, 2023	$26B	$26B	71	37	2	$26B
2021	Mar 30, 2022	$28B	$28B	66	36	2	$28B
2020	Mar 30, 2021	$22B	$22B	62	36	1	$22B
2019	Mar 30, 2020	$16B	$16B	55	34	1	$16B
2018	Mar 29, 2019	$9.7B	$9.7B	45	27	1	$9.7B
2017	Mar 30, 2018	$6.7B	$6.7B	30	16	1	$6.7B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$50B	$38B	32.5%	$26B	23.9%	115	94	0	0

Relationships

Advises (2)

→ HOLOCENE CHILDREN'S FUND LPPrivate fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ HOLOCENE ADVISORS MASTER FUND LTD.Private fundHedge Fund, IA
Mar 19, 2017 to presentfactForm ADV

Controls (9)

← DAILEY, JULIA, BRAUNSTEINOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 19, 2017 to Mar 27, 2024factForm ADV
← FORTUNE, BRIAN, HOWARDOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 19, 2017 to Mar 27, 2024factForm ADV
← HALEY, JOHN, BRANDONOwnerTRUSTEE, ownership code C, individual
Mar 19, 2017 to Mar 27, 2024factForm ADV
← SONI, VISHAL, GIRISHKUMAROwnerCHIEF RISK OFFICER, ownership code NA, individual
Mar 19, 2017 to Mar 27, 2024factForm ADV
← WALBRIDGE, BRADLEY, MARKOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 19, 2017 to Mar 27, 2024factForm ADV
← ALBERT, ERIC, MILOOwnerCHIEF COMPLIANCE OFFICER & LEGAL COUNSEL, ownership code NA, individual
May 5, 2021 to Mar 27, 2024factForm ADV
← ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016OwnerLIMITED PARTNER, ownership code C, domestic entity
May 9, 2018 to Mar 27, 2024factForm ADV
← FLETT HALEY GRANTOR RETAINED ANNUITY TRUSTOwnerLIMITED PARTNER, ownership code D, domestic entity
May 9, 2018 to Mar 27, 2024factForm ADV
← HOLOCENE GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 19, 2017 to Mar 27, 2024factForm ADV

Owns (2)

← FLETT, ANNA, LAURAOwnerTRUSTEE, ownership code D, individual
Mar 30, 2022 to Mar 27, 2024factForm ADV
← Marcus, Jennifer, EstherOwnerTRUSTEE, ownership code C, individual
Jun 21, 2023 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $50.4B, up 33% from $38.0B (2025-03-27 to 2026-03-27)
Form ADVobserved 4 days ago
$12.4B
Occurred
Mar 27, 2024
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $36.7B, up 39% from $26.5B (2023-06-21 to 2024-03-27)
Form ADVobserved 4 days ago
$10.2B
Occurred
Mar 30, 2022
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $28.3B, up 30% from $21.8B (2021-05-05 to 2022-03-30)
Form ADVobserved 4 days ago
$6.5B
Occurred
May 5, 2021
Control person joined
Milo Eric Albert (Chief Compliance Officer & Legal Counsel) appeared on Schedule A of Holocene Advisors, Lp
Form ADVobserved 4 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $21.8B, up 41% from $15.5B (2020-03-30 to 2021-03-30)
Form ADVobserved 4 days ago
$6.3B
Occurred
Mar 30, 2020
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $15.5B, up 60% from $9.7B (2019-03-29 to 2020-03-30)
Form ADVobserved 4 days ago
$5.8B
Occurred
Mar 29, 2019
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $9.7B, up 46% from $6.7B (2018-05-09 to 2019-03-29)
Form ADVobserved 4 days ago
$3.0B
Occurred
Mar 30, 2018
Regulatory AUM changed
Holocene Advisors, Lp reported RAUM $6.7B, up 35% from $4.9B (2017-07-11 to 2018-03-30)
Form ADVobserved 4 days ago
$1.7B
Occurred
Mar 19, 2017
First Form ADV filing
Holocene Advisors, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2afc0e89-238e-97ce-974a-8161b67296d3
First observed: Mar 19, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOLOCENE ADVISORS, LP

CRD 287999

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2afc0e89-238e-97ce-974a-8161b67296d3

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HOLOCENE ADVISORS MASTER FUND LTD.

Hedge Fund

$36B

Mar 27, 2024

348

Mar 19, 2017

reported

021-284999

HOLOCENE CHILDREN'S FUND LP

Hedge Fund

$439M

Mar 27, 2024

Mar 30, 2022

reported

021-432836

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALBERT, ERIC, MILO

CHIEF COMPLIANCE OFFICER & LEGAL COUNSEL

yes

05/2021

May 5, 2021

Mar 27, 2024

ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016

LIMITED PARTNER

yes

05/2018

May 9, 2018

Mar 27, 2024

DAILEY, JULIA, BRAUNSTEIN

CHIEF OPERATING OFFICER

yes

07/2016

Mar 19, 2017

Mar 27, 2024

FLETT HALEY GRANTOR RETAINED ANNUITY TRUST

LIMITED PARTNER

yes

05/2018

May 9, 2018

Mar 27, 2024

FORTUNE, BRIAN, HOWARD

GENERAL COUNSEL

yes

11/2016

Mar 19, 2017

Mar 27, 2024

HALEY, JOHN, BRANDON

Trustee

yes

05/2018

Mar 19, 2017

Mar 27, 2024

HALEY, JOHN, BRANDON

MANAGING MEMBER

yes

04/2016

Mar 19, 2017

Mar 27, 2024

HALEY, JOHN, BRANDON

CHIEF INVESTMENT OFFICER

yes

03/2016

Mar 19, 2017

Mar 27, 2024

HOLOCENE GP, LLC

GENERAL PARTNER

yes

03/2016

Mar 19, 2017

Mar 27, 2024

SONI, VISHAL, GIRISHKUMAR

CHIEF RISK OFFICER

yes

09/2016

Mar 19, 2017

Mar 27, 2024

WALBRIDGE, BRADLEY, MARK

CHIEF FINANCIAL OFFICER

yes

10/2016

Mar 19, 2017

Mar 27, 2024

FLETT, ANNA, LAURA

Trustee

03/2022

Mar 30, 2022

Mar 27, 2024

FLETT, ANNA, LAURA

TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST

03/2022

Mar 30, 2022

Mar 27, 2024

Marcus, Jennifer, Esther

TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST

06/2023

Jun 21, 2023

Mar 27, 2024

Marcus, Jennifer, Esther

Trustee

06/2023

Jun 21, 2023

Mar 27, 2024

Marcus, Jennifer, Esther

Trustee

06/2023

Jun 21, 2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HOLOCENE FUND GP, LLC

n/a

yes

n/a

JOHN BRANDON HALEY

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$50B

115

n/a

2024

Mar 27, 2025

$38B

n/a

2023

Mar 27, 2024

$37B

2022

Mar 29, 2023

$26B

2021

Mar 30, 2022

$28B

2020

Mar 30, 2021

$22B

2019

Mar 30, 2020

$16B

2018

Mar 29, 2019

$9.7B

2017

Mar 30, 2018

$6.7B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$50B

$38B

32.5%

$26B

23.9%

115