Holocene Advisors: Platform Profile

Overview

Holocene Advisors is a New York investment manager founded in 2016. The firm currently describes two equity strategies: a sector-diversified long/short strategy and a concentrated long-only strategy. Its process combines deep sector research, analytical portfolio construction, quantitative tools and explicit factor-risk management.

May fit better for

• qualified investors seeking fundamental equity long/short exposure;
• allocators interested in sector-specialist research teams;
• investors comfortable with quantitative tools supporting fundamental analysis;
• investors seeking either diversified hedged equity or concentrated long-only exposure.

May fit less well for

• retail users seeking direct public signup;
• investors assuming long/short means market-neutral at all times;
• users who treat 13F long positions as complete gross or net exposure;
• investors who assume one private-fund minimum applies to every strategy.

Holocene is SEC registered

• Legal adviser: Holocene Advisors, LP
• CRD: 287999
• SEC number: 801-110222
• SEC registered investment adviser: Yes

Regulatory AUM is $50.430B

Current March 27, 2026 Form-ADV disclosures show:

• Regulatory AUM: $50.430B
• Regulatory AUM as of: 2026-03-27
• Discretionary AUM: $50.430B
• Client accounts: 7
• Employees: 115
• Pooled vehicle share of AUM: 100%

Q2 2026 13F value is $44.376B

Current SEC filing:

• Q2 2026 13F value: $44.376B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F entry count: 789

A long-only holdings report cannot reconstruct Holocene's short book, hedges, factor exposures or complete long/short gross/net positioning.

Current first-party strategy structure

• Sector diversified long short: Yes
• Concentrated long only: Yes
• Fundamental research: Yes
• Sector specialization: Yes
• Integrated data science: Yes
• Quantitative tools: Yes
• Factor modeling: Yes
• Embedded hedging: Yes

The firm describes its objective as isolating alpha and reducing systematic risk.

The firm was founded in 2016

• Founded: 2016
• Headquarters: New York, New York
• Strategy count: 2
• Sector count: 6
• Global companies covered: 1,000+

Private-fund figures require source-date discipline

Current Form-ADV-derived research reports two pooled accounts/funds and current aggregate private-fund assets consistent with the manager's current regulatory scale.

A separate AUMdb detailed fund table still reflects an older 2024 vehicle schedule that listed $1M minimums.

Form D offering data does not establish current fund AUM

The April 2026 Form D amendment for Holocene Advisors Offshore Fund reports incremental offering activity.

Assessment

Holocene's public strategy description makes the 13F limitation especially clear. The filing captures a large long-equity book, but the flagship long/short strategy also depends on shorts, hedges and factor-risk controls that are not visible in the 13F.