Holderness Investments Co
● SEC registered since 1995CRD 106530SEC# 801-49875Greensboro, NC
Reg. AUM
$660.7M
Employees
8
Accounts
778
Location
Greensboro, NC
Holderness Investments Co assets under management
Holderness Investments Co operates as an SEC-registered investment adviser based in Greensboro, NC. The firm has been registered since 1995. It reports $660.7 million in regulatory assets under management and employs 8 people.
Holderness Investments Co owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kim Cummings Eder Control | Vice-President/Chief Compliance Officer | 25-50% | 2004 |
| Richard Thurston Holderness Control | President | Over 75% | 1995 |
Frequently asked questions
How much does Holderness Investments Co manage?
Holderness Investments Co reports $660.7 million in regulatory assets under management on its Form ADV.
How many employees does Holderness Investments Co have?
Holderness Investments Co reports 8 employees.
Where is Holderness Investments Co located?
Holderness Investments Co is based in Greensboro, NC and has been SEC-registered since 1995.
Does Holderness Investments Co disclose fund performance?
Holderness Investments Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2102 N. Elm Street, Suite C, Greensboro, NC 27408 |
| Phone | 336-574-1400 |
| Fax | 336-574-1441 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$660.7M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$660.7Mregulatory AUM
Discretionary $641.6MNon-discretionary $19.1M