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Robert Coomber Holderith
Founder at PGIM Custom Harvest LLC
Robert Coomber Holderith active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 2017-04-30 | - |
Chief Executive Officer | 2017-04-30 | 2021-11-30 |
Career history of Robert Coomber Holderith
Former positions of Robert Coomber Holderith
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 2010-06-08 | 2016-11-10 |
Portfolio Manager-Equities | 2008-08-31 | 2016-11-10 | |
President | 2010-06-08 | 2016-11-10 | |
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. | Chairman | 2011-12-31 | - |
President | 2011-12-31 | - | |
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 | 2006-05-29 | 2006-05-29 |
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 | 2008-08-30 | 2008-08-30 |
Statistics
International
United States | 6 |
Operational
Founder | 2 |
President | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 5 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
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 |
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 |
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 |
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 |