![Robert Coomber Holderith](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Robert Coomber Holderith
Fondatore presso PGIM Custom Harvest LLC
Posizioni attive di Robert Coomber Holderith
Società | Posizione | Inizio | Fine |
---|---|---|---|
PGIM Custom Harvest LLC
![]() PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Fondatore | 01/05/2017 | - |
Amministratore Delegato | 01/05/2017 | 01/12/2021 |
Storia della carriera di Robert Coomber Holderith
Precedenti posizioni note di Robert Coomber Holderith
Società | Posizione | Inizio | Fine |
---|---|---|---|
Emerging Global Advisors LLC
![]() Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Fondatore | 09/06/2010 | 11/11/2016 |
Gestore di Portafoglio-Azioni | 01/09/2008 | 11/11/2016 | |
Presidente | 09/06/2010 | 11/11/2016 | |
EGA Frontier Diversified Core Fund
![]() EGA Frontier Diversified Core Fund Investment Trusts/Mutual FundsMiscellaneous EGA Frontier Diversified Core Fund is a closed-end diversified management investment company that operates as an interval fund. Its investment objective is to seek long-term capital appreciation. EGA Frontier Diversified Core Fund was founded on December 14, 2012 and is headquartered in Ridgewood, NJ. | Presidente | 01/01/2012 | - |
Presidente | 01/01/2012 | - | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 30/05/2006 | 30/05/2006 |
ProFund Advisors LLC
![]() ProFund Advisors LLC Investment ManagersFinance ProFund Advisors LLC is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded by Louis Mayberg and Michael Sapir in 1997. They provide a diverse lineup of mutual funds that offer trading flexibility to all shareholders. | Corporate Officer/Principal | 31/08/2008 | 31/08/2008 |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Founder | 2 |
President | 2 |
Corporate Officer/Principal | 2 |
Settori
Finance | 5 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Emerging Global Advisors LLC
![]() Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Finance |
ProFund Advisors LLC
![]() ProFund Advisors LLC Investment ManagersFinance ProFund Advisors LLC is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded by Louis Mayberg and Michael Sapir in 1997. They provide a diverse lineup of mutual funds that offer trading flexibility to all shareholders. | Finance |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
EGA Frontier Diversified Core Fund
![]() EGA Frontier Diversified Core Fund Investment Trusts/Mutual FundsMiscellaneous EGA Frontier Diversified Core Fund is a closed-end diversified management investment company that operates as an interval fund. Its investment objective is to seek long-term capital appreciation. EGA Frontier Diversified Core Fund was founded on December 14, 2012 and is headquartered in Ridgewood, NJ. | Miscellaneous |
PGIM Custom Harvest LLC
![]() PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Finance |