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Founder & Ceo; Limited Partner · Thoreau Management Partners, LP

Matthew S. Holt

CRD 2988330 · Named on Form ADV at one SEC-registered adviser

At a glance

Thoreau Management Partners, LP, an SEC-registered asset manager with $0 in regulatory assets, lists Matthew S. Holt on its Form ADV as Founder & Ceo; Limited Partner, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James S. LacyPresident & Managing Partner, Chief Compliance Officer, Thoreau Management Partners, LP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.