Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Holt Xchange Inc.

Holt Xchange Inc.

Angel fund or group · probableMontreal, Quebecholtxchange.comSEC exempt reporting adviser

name or self-description says angel

Importance
6
low
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
1
low
Identity and regulatory footprint
Headquarters
Montreal, Quebec, Canadaadviserinfo.sec.gov
Office address
1235 NOTRE-DAME ST W, UNIT 285, Montreal, Quebec, H3C 0B1adviserinfo.sec.gov
Business phone
514-242-1413adviserinfo.sec.gov
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
private fund adviseradviserinfo.sec.gov
Latest Form ADV
Mar 30, 2024
Private funds reported
4 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$8.2Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
Holt Xchange LP (Owner), E
business email
jan@holtxchange.comholtxchange.compublished by the subject
business phone
514-242-1413adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
ai, fintech
Stages
seed, early
Geography
canada, global, globally, north america
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
angel
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Naoris Token Holt Xchange Spv, a Series of Holt Xchange Spv, LLCSPV or co-invest vehicle · ADV: Private Equity Fund2022 form d first saleActive deployment$580,643
Mar 30, 2024
5$570,005
of $570,005
Mar 30, 2023
Acceleron Holt Xchange Spv, a Series of Holt Xchange Spv, LLCSPV or co-invest vehicle2022 form d first saleActive deployment$309,750
Mar 30, 2024
10$152,000
of $152,000
Jul 11, 2022
Holt Xchange LPFundunknownUnknown$7.2M
Mar 30, 2024
84unknownunknown
SentroFundunknownUnknown$60,150
Mar 30, 2024
2unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 0 departed
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
  1. Sep 15, 2026
    Holt Xchange Inc.: MICRO_VC -> ANGEL_FUND (name or self-description says angel)
    Classification changedClassificationInferenceno URL
  2. Mar 30, 2024
    Holt Xchange Inc. first filed Form ADV (ERA)
  3. Mar 30, 2024
    Acceleron Holt Xchange Spv, a Series of Holt Xchange Spv, LLC first reported on Form ADV by Holt Xchange Inc. (Venture Capital Fund), GAV $309,750
  4. Mar 30, 2024
    Sentro first reported on Form ADV by Holt Xchange Inc. (Venture Capital Fund), GAV $60,150
  5. Mar 30, 2024
    Holt Xchange LP first reported on Form ADV by Holt Xchange Inc. (Venture Capital Fund), GAV $7,212,127
  6. Mar 30, 2024
    Naoris Token Holt Xchange Spv, a Series of Holt Xchange Spv, LLC first reported on Form ADV by Holt Xchange Inc. (Private Equity Fund), GAV $580,643
Classification history
  1. Sep 15, 2026
    Angel fund or group (probable, 80%, cls-1)
    name or self-description says angel
  2. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $8.2M across 4 vehicles
Evidence
30 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC exemption claimedprivate_fund_adviserMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2024-03-30Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-30Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone514-242-1413Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://holtxchange.com/wp-content/plugins/contact-form-7/includes/css/styles.css
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersMontreal, Quebec, CanadaMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address1235 NOTRE-DAME ST W, UNIT 285, Montreal, Quebec, H3C 0B1Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeangel
Our Venture Partners represent family offices, wealth managers, power angels, proven entrepreneurs (including some of our own exited portfolio founders), and senior executives all associated with fint
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeangel
Our Venture Partners represent family offices, wealth managers, power angels, proven entrepreneurs (including some of our own exited portfolio founders), and senior executives all associated with fint
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited PartnershipMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://holtxchange.com/our-portfolio/
0 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://holtxchange.com/our-portfolio/
0 entries read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported4Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$8.2MMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographycanada,global,globally,north america
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographycanada,global,globally,north america
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,fintech
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,fintech
sector words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesseed,early
stage words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesseed,early
stage words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://holtxchange.com/our-team/
2 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://holtxchange.com/our-team/
2 name/title pairs read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported3Mar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://holtxchange.comMar 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHolt Xchange – A global fintech fund continuing the legacy of uniting entities to better serve our society
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHolt Xchange – A global fintech fund continuing the legacy of uniting entities to better serve our society
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)