38x Holdings Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
38x Holdings Inc provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations and does not list services for non-high-net-worth individual clients despite stating there is no account minimum. The firm documents client objectives in individualized Investment Policy Statements and offers ongoing monitoring and reporting of client accounts.
The firm uses fundamental analysis and concentrates investment advice in equities and non-U.S. securities, implementing a mix of long-term positions alongside the use of short sales and margin transactions that carry elevated risk. It conducts trading under discretionary authority, requires written documentation of risk tolerance and time horizon, and delivers quarterly account reports to clients.
Distinctive for a small advisory firm with about $3.2 million in discretionary assets and a limited client base, 38x Holdings combines higher-risk trading techniques (shorting and leverage) with a policy of selecting a specific custodian (Interactive Brokers) for client accounts. The firm does not engage third-party subadvisers, discloses potential receipt of soft-dollar research from brokers, and states procedures aimed at equitable allocation of investment opportunities across client accounts.
Client services
Expertise
Fee options
1.00% annually
Main office
Miami FL
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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