A complete list of active advisors currently associated with Holocron Holdings

Warmer can help you find a great advisor at Holocron Holdings or one who fits your needs even better.

Holocron Holdings LLC is a Nevada-registered independent investment adviser that offers discretionary portfolio management and model/sub-advisory services. The firm provides portfolio management for individuals, trusts, retirement accounts, and business entities and uses an asset-based fee structure typical of many independent advisers. The firm’s investment approach centers on proprietary quantitative and algorithmic models combined with macroeconomic and geopolitical research, and it implements strategies through firm-controlled automated execution at Interactive Brokers. Discretion is the default for algorithmic trading, and the brochure emphasizes continuous governance, monitoring, and specific operational and model risks (data, execution, API outages) associated with automated systems. Several features set Holocron apart from many peers: the brochure discloses and advertises hypothetical performance and performance results for its strategies, it offers model delivery and executing sub-advisory arrangements to other advisers and platforms (including institutional sleeves), and it operates with two managing members—only one of whom is currently registered as an investment adviser representative—while reporting no clients or assets under management in its initial filing.

To learn more about the advisors currently working at Holocron Holdings, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Rajan Gupta	Pahrump, NV	0

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