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HOLT XCHANGE INC.

CRD 330623 · SEC 802-130167

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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1235 NOTRE-DAME ST W, UNIT 285, MONTREAL, QUEBEC, H3C 0B1, Canada

Registration

ERA (ACTIVE)

Source

SEC registered

Total AUM

Discretionary AUM

Team

Clients

Fees

Org form

Limited Partnership

Filing date

2026-03-06

Disciplinary history

No

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All web addresses on file

Official SEC filing: View on IAPD