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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

HOLOWESKO PARTNERS LTD.

CRD 155703

NASSAU

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:77b32fd3-8b24-16fb-ce28-727fca84cc5e

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Mar 20, 2026
17 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=0.76 institutional_share=0.24 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $904MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $904M
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: 13
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $685M
SEC number: 801-71999
CRD: 155703
Filings on the tape: 17
First filed: Mar 28, 2012
Latest filed: Mar 20, 2026
Organised: Corporation
Website: holoweskopartners.com

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
HOLOWESKO GLOBAL FUND LTD.	Hedge Fund	$182M	Mar 15, 2024	20	Mar 28, 2012	reported	021-138008
HOLOWESKO GLOBAL EQUITY FUND LLC	Hedge Fund	$144M	Mar 15, 2024	26	Mar 28, 2012	reported	021-137975
HOLOWESKO GLOBAL FUND LLC	Hedge Fund	$110M	Mar 15, 2024	9	Mar 28, 2012	reported	021-138002
HOLOWESKO GLOBAL EQUITY FUND (SEGREGATED PORTFOLIO)	Hedge Fund	$104M	Mar 15, 2024	13	Mar 28, 2012	reported	021-201499

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
CLEARE, GREGORY, PAUL	DIRECTOR, CFO	A	yes	11/2000	Mar 28, 2012	Mar 15, 2024
FARRINGTON, RICHARD, SEAN	DIRECTOR, PORTFOLIO MANAGER	B	yes	01/2001	Mar 28, 2012	Mar 15, 2024
FRANKLIN RESOURCES, INC.	Parent	E	yes	07/2020	Mar 28, 2012	Mar 15, 2024
HOLOWESKO, MARK, GORDON	DIRECTOR, CEO, CIO	D	yes	11/2000	Mar 28, 2012	Mar 15, 2024
HOLOWESKO, STEPHEN, GEOFFREY	HEAD TRADER	Na	yes	01/2001	Mar 28, 2012	Mar 15, 2024
LEGG MASON, INC.	Parent	E	yes	06/2021	Mar 28, 2023	Mar 15, 2024
TEMPLETON INTERNATIONAL, INC.	Parent	E	yes	10/1992	Mar 28, 2012	Mar 15, 2024
TEMPLETON WORLDWIDE, INC.	Parent	E	yes	10/1992	Mar 28, 2012	Mar 15, 2024
FAIR, IAN, DENNIS	Director	Na	no	04/2001	Mar 28, 2012	Mar 15, 2024
JOHNSON, GREG, EUGENE	Director	Na	no	09/2005	Mar 28, 2012	Mar 15, 2024
TEMPLETON GLOBAL HOLDINGS LTD.	Shareholder	A	no	09/2000	Mar 28, 2012	Mar 15, 2024
ZYP, KAREN, CATHERINE	CHIEF COMPLIANCE OFFICER	Na	no	01/2007	Mar 28, 2012	Mar 15, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$904M	$904M	13	13	0	4	n/a
2024	Mar 26, 2025	$779M	$779M	12	12	0	4	n/a
2023	Mar 15, 2024	$783M	$783M	13	13	0	4	$540M
2022	Mar 28, 2023	$709M	$709M	15	15	0	4	$502M
2021	Mar 24, 2022	$827M	$827M	15	15	0	4	$603M
2020	Mar 17, 2021	$1.1B	$1.1B	15	15	0	4	$701M
2019	Mar 18, 2020	$4.3B	$4.3B	17	17	0	4	$2.2B
2018	Mar 27, 2019	$3.8B	$3.8B	18	18	0	4	$2.0B
2017	Mar 28, 2018	$4.7B	$4.7B	18	18	0	4	$2.5B
2016	Mar 29, 2017	$3.9B	$3.9B	16	16	n/a	4	$2.3B
2015	Mar 22, 2016	$3.6B	$3.6B	17	17	n/a	4	$2.3B
2014	Mar 24, 2015	$4.0B	$4.0B	17	17	n/a	4	$2.9B
2013	Mar 25, 2014	$4.1B	$4.1B	15	15	n/a	4	$3.1B
2012	Feb 19, 2013	$2.7B	$2.7B	14	14	n/a	4	$2.7B
2011	Mar 28, 2012	$2.6B	$2.6B	n/a	n/a	n/a	4	$2.6B

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	$904M	$779M	16.0%	$709M	8.4%	13	12	0	0

Relationships

Affiliated with (5)

← K2/D&S MANAGEMENT CO., L.L.C.Registered adviserother investment adviser
factForm ADV
← FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.Registered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Advises (4)

→ HOLOWESKO GLOBAL EQUITY FUND LLCPrivate fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ HOLOWESKO GLOBAL FUND LTD.Private fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ HOLOWESKO GLOBAL FUND LLCPrivate fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ HOLOWESKO GLOBAL EQUITY FUND (SEGREGATED PORTFOLIO)Private fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV

Owns (4)

← JOHNSON, GREG, EUGENEOwnerDIRECTOR, ownership code NA, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← ZYP, KAREN, CATHERINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← FAIR, IAN, DENNISOwnerDIRECTOR, ownership code NA, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← TEMPLETON GLOBAL HOLDINGS LTD.OwnerSHAREHOLDER, ownership code A, foreign entity
Mar 28, 2012 to Mar 15, 2024factForm ADV

Controls (8)

← HOLOWESKO, STEPHEN, GEOFFREYOwnerHEAD TRADER, ownership code NA, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← HOLOWESKO, MARK, GORDONOwnerDIRECTOR, CEO, CIO, ownership code D, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← FARRINGTON, RICHARD, SEANOwnerDIRECTOR, PORTFOLIO MANAGER, ownership code B, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← CLEARE, GREGORY, PAULOwnerDIRECTOR, CFO, ownership code A, individual
Mar 28, 2012 to Mar 15, 2024factForm ADV
← FRANKLIN RESOURCES, INC.OwnerPARENT, ownership code E, domestic entity
Mar 28, 2012 to Mar 15, 2024factForm ADV
← LEGG MASON, INC.OwnerPARENT, ownership code E, domestic entity
Mar 28, 2023 to Mar 15, 2024factForm ADV
← TEMPLETON INTERNATIONAL, INC.OwnerPARENT, ownership code E, domestic entity
Mar 28, 2012 to Mar 15, 2024factForm ADV
← TEMPLETON WORLDWIDE, INC.OwnerPARENT, ownership code E, domestic entity
Mar 28, 2012 to Mar 15, 2024factForm ADV

Dated events

Occurred
Mar 24, 2022
Regulatory AUM changed
Holowesko Partners Ltd. reported RAUM $826.6M, down 26% from $1.1B (2021-03-17 to 2022-03-24)
Form ADVobserved 4 days ago
$-290M
Occurred
Mar 17, 2021
Regulatory AUM changed
Holowesko Partners Ltd. reported RAUM $1.1B, down 74% from $4.3B (2020-03-18 to 2021-03-17)
Form ADVobserved 4 days ago
$-3.2B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77b32fd3-8b24-16fb-ce28-727fca84cc5e
First observed: Mar 28, 2012
Last observed: Mar 20, 2026 6 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.

HOLOWESKO PARTNERS LTD.

CRD 155703

NASSAU

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:77b32fd3-8b24-16fb-ce28-727fca84cc5e

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HOLOWESKO GLOBAL FUND LTD.

Hedge Fund

$182M

Mar 15, 2024

Mar 28, 2012

reported

021-138008

HOLOWESKO GLOBAL EQUITY FUND LLC

Hedge Fund

$144M

Mar 15, 2024

Mar 28, 2012

reported

021-137975

HOLOWESKO GLOBAL FUND LLC

Hedge Fund

$110M

Mar 15, 2024

Mar 28, 2012

reported

021-138002

HOLOWESKO GLOBAL EQUITY FUND (SEGREGATED PORTFOLIO)

Hedge Fund

$104M

Mar 15, 2024

Mar 28, 2012

reported

021-201499

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLEARE, GREGORY, PAUL

DIRECTOR, CFO

yes

11/2000

Mar 28, 2012

Mar 15, 2024

FARRINGTON, RICHARD, SEAN

DIRECTOR, PORTFOLIO MANAGER

yes

01/2001

Mar 28, 2012

Mar 15, 2024

FRANKLIN RESOURCES, INC.

Parent

yes

07/2020

Mar 28, 2012

Mar 15, 2024

HOLOWESKO, MARK, GORDON

DIRECTOR, CEO, CIO

yes

11/2000

Mar 28, 2012

Mar 15, 2024

HOLOWESKO, STEPHEN, GEOFFREY

HEAD TRADER

yes

01/2001

Mar 28, 2012

Mar 15, 2024

LEGG MASON, INC.

Parent

yes

06/2021

Mar 28, 2023

Mar 15, 2024

TEMPLETON INTERNATIONAL, INC.

Parent

yes

10/1992

Mar 28, 2012

Mar 15, 2024

TEMPLETON WORLDWIDE, INC.

Parent

yes

10/1992

Mar 28, 2012

Mar 15, 2024

FAIR, IAN, DENNIS

Director

04/2001

Mar 28, 2012

Mar 15, 2024

JOHNSON, GREG, EUGENE

Director

09/2005

Mar 28, 2012

Mar 15, 2024

TEMPLETON GLOBAL HOLDINGS LTD.

Shareholder

09/2000

Mar 28, 2012

Mar 15, 2024

ZYP, KAREN, CATHERINE

CHIEF COMPLIANCE OFFICER

01/2007

Mar 28, 2012

Mar 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$904M

n/a

2024

Mar 26, 2025

$779M

n/a

2023

Mar 15, 2024

$783M

$540M

2022

Mar 28, 2023

$709M

$502M

2021

Mar 24, 2022

$827M

$603M

2020

Mar 17, 2021

$1.1B

$701M

2019

Mar 18, 2020

$4.3B

$2.2B

2018

Mar 27, 2019

$3.8B

$2.0B

2017

Mar 28, 2018

$4.7B

$2.5B

2016

Mar 29, 2017

$3.9B

n/a

$2.3B

2015

Mar 22, 2016

$3.6B

n/a

$2.3B

2014

Mar 24, 2015

$4.0B

n/a

$2.9B

2013

Mar 25, 2014

$4.1B

n/a

$3.1B

2012

Feb 19, 2013

$2.7B

n/a

$2.7B

2011

Mar 28, 2012

$2.6B

n/a

$2.6B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$904M

$779M

16.0%

$709M

8.4%