The Holdsworth Group
The Holdsworth Group is a Pasadena, California-based family investment office founded by Mark K. Holdsworth that deploys capital across public securities, real estate, credit, private equity, niche funds, and early-stage investments, and delivers advisory services through subsidiaries to high-net-worth investors, family offices, and corporations.
- Company typePrivate
- Founded2019
- HeadquartersPasadena, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Holdsworth Group does
The Holdsworth Group, LLC (THG) is a privately held family investment office headquartered in Pasadena, California, founded by Mark K. Holdsworth following his departure from Tennenbaum Capital Partners upon its 2018 acquisition by BlackRock. The firm identifies and deploys capital across alternative investment opportunities for high-net-worth investors, single and multi-family offices, and corporations, with stated activity in public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage investments. THG operates through three subsidiaries: THG Securities Advisors, LLC (a wholly-owned public-securities investment firm focused on equity, debt, and tradeable instruments across North America and Western Europe, where Mark Holdsworth serves as Chairman and co-CIO), THG Real Estate (a joint venture with Capital Funding Partners acquiring, repositioning, and developing multifamily properties in the Western United States and providing preferred equity to multifamily operators), and Inflection Point Advisory Group, LLC (an employee-owned advisory firm delivering business and investment strategy and advisor oversight services to family offices and public and private companies).
The business model is a hybrid of principal investing and advisory services. As a family investment office, the majority of capital deployed is family balance sheet, generating returns through diversified alternative-asset investing across multiple vintages and strategies; subscription/recurring economics apply to ongoing co-investment mandates. Advisory and professional-services revenue flows through Inflection Point Advisory Group, which is employee-owned and capable of co-investing its own capital alongside clients — a structure that aligns the advisor's incentives with client outcomes. Go-to-market is sales-led and partnership-driven, relying on direct relationships, the founder's network from TCP and his public-company board seats (Parsons Corporation NYSE:PSN and RF Industries NASDAQ:RFIL), and a Board of Advisors with executives from Parsons, Barings, and other institutions. Pricing is bespoke and not publicly disclosed, consistent with HNW and institutional client engagement. The firm maintains 1-10 employees, has not disclosed funding rounds or third-party AUM, and operates without public reporting or SEC-registered investment adviser filings in the available data.
Core technology is not a meaningful dimension of the platform; THG is positioned as a relationship-driven investment office rather than a technology or software company. The competitive moat is anchored in founder pedigree, a multi-asset-class platform structure, and cross-vehicle distribution into family-office and corporate-client networks.
The Holdsworth Group firmographics
Firmographics- Name
- The Holdsworth Group
- Legal name
- The Holdsworth Group, LLC
- Website
- https://holdsworthgroup.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Holdsworth Group is a Pasadena, California-based family investment office founded by Mark K. Holdsworth that deploys capital across public securities, real estate, credit, private equity, niche funds, and early-stage investments, and delivers advisory services through subsidiaries to high-net-worth investors, family offices, and corporations.
- Ownership category
- akta.pro rank
The Holdsworth Group industry classification
Industry- Product category
- Family Office Investment Management & Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Offices of Other Holding Companies (551112)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where The Holdsworth Group is headquartered
LocationHeadquarters
- HQ city
- Pasadena
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Holdsworth Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Returns: The firm generates returns through diversified alternative investments across public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage investments.
- Advisory Services: Through Inflection Point Advisory Group, they provide business and investment strategy and advisor oversight services to family offices and businesses.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels2 records
The Holdsworth Group product offering
Product offeringCore offering
The Holdsworth Group is a family investment office that commits its own capital to diversified alternative investments across public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage companies. It partners with high-net-worth investors, family offices, and corporations, often alongside capital deployment providing strategic advisory services to drive sustainable growth. Through its employee-owned subsidiary Inflection Point Advisory Group, the firm also delivers business and investment strategy and advisor oversight services to family offices and to public and private companies.
Product overview
The Holdsworth Group operates as a family investment office offering a unified platform of investment and advisory services. The core holding company (THG) manages diversified alternative investments across public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage opportunities. The portfolio is organized into three distinct subsidiaries: THG Securities Advisors (public securities), THG Real Estate (multifamily properties in Western US), and Inflection Point Advisory Group (business and investment strategy advisory). These entities work together to provide comprehensive capital solutions and strategic advisory services to high-net-worth investors, family offices, and corporations.
Differentiator
Problem solved
Functional benefit
Brands
- THG Securities Advisors: Investment firm focused on public securities including equity and debt securities and other tradeable instruments.
- THG Real Estate
- Inflection Point Advisory Group
Products and services
- The Holdsworth Group, LLC (THG) Family Investment Office Core family investment office committing principal capital to diversified alternative investments across public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage opportunities for high-net-worth investors, family offices, and corporations.
- THG Securities Advisors, LLC Wholly-owned subsidiary and investment firm focused on public securities of all types, including equity and debt securities and other tradeable instruments, with focus on businesses in North America, Canada, and Western Europe. Mark Holdsworth serves as Chairman and co-CIO.
- THG Real Estate (Joint Venture with Capital Funding Partners) Joint venture with Capital Funding Partners specializing in owning, acquiring, repositioning, and developing multifamily properties across the Western United States, plus preferred equity capital for seasoned multifamily operators throughout the Western US.
- Inflection Point Advisory Group, LLC Wholly-owned, employee-owned provider of business and investment strategy and advisor oversight services to family offices, businesses, and public and private companies, with access to alternative investments.
Companies that use The Holdsworth Group
Customer profileSegments4 records
Ideal customer profiles4 records
The Holdsworth Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Holdsworth Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Capital Funding PartnerscoreTHG and Capital Funding Partners have formed a joint venture specializing in owning and acquiring multifamily properties across the Western United States. They also provide preferred equity capital to seasoned multifamily operators throughout the Western United States.
- Inflection Point Advisory GroupcoreAn employee-owned premier provider of business and investment strategy and advisor oversight services to family offices and businesses, and public and private companies. Has extensive access to alternative investments and can invest its own capital.
- THG Securities AdvisorscoreAn investment firm focused on public securities of all types, including equity and debt securities and other tradeable instruments. Mark Holdsworth serves as Chairman and co-CIO.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
The Holdsworth Group competitors and assessment
Company assessmentDirect peers
- CAIS: CAIS is a leading alternatives platform that connects financial advisors and family offices to a curated menu of alternative investment funds. It is directly comparable to THG's family office advisory and capital deployment function, with both targeting family office capital for alternatives exposure.
- iCapital Network: iCapital is a financial technology platform offering alternative investment access to wealth advisors and family offices. Comparable to THG in serving the family office channel seeking diversified alternatives, though iCapital operates at significantly larger scale with technology-led delivery.
- Bel Air Investment Advisors: Bel Air Investment Advisors is a Los Angeles-based multi-family office serving ultra-high-net-worth families with investment advisory and wealth management services. It is a direct peer to THG's Pasadena-based family office platform serving similar California-based HNW and family office clients.
- Whittier Trust: Whittier Trust is a multi-family office providing investment management, trust, and advisory services to wealthy families across the Western US. Comparable to THG in offering family office advisory services and serving similar HNW and multi-generational client profiles.
- Aspiriant: Aspiriant is an independent wealth management firm serving high-net-worth individuals and families with investment advisory, tax, and family office services. It is a direct peer to THG and Inflection Point Advisory in providing advisor oversight and family office advisory services.
- Taconic Capital Advisors: Taconic Capital Advisors is a multi-strategy alternatives firm managing event-driven, long/short equity, and credit strategies. Highly comparable to THG Securities Advisors given that THG partner Zachary Levenick is a former Taconic Principal who co-managed European operations and equities.
- Canyon Partners: Canyon Partners is a global alternative credit and special situations investment firm based in Los Angeles. Comparable to THG's credit strategies arm and aligned with THG's Southern California alternative investment focus.
- Capital Funding Partners: Capital Funding Partners is THG Real Estate's joint venture partner, specializing in multifamily real estate acquisitions and preferred equity capital deployment across the Western US. As THG's strategic JV counterparty, it is directly comparable on the real estate vertical.
Broad incumbents
- BlackRock TCP (formerly Tennenbaum Capital Partners): BlackRock TCP is the credit-focused alternatives business BlackRock acquired from Mark Holdsworth's prior firm Tennenbaum Capital Partners. It is a broad incumbent comparable to THG's credit strategies vertical, and the TCP exit is the foundational credibility event for THG.
- Stone Point Capital: Stone Point Capital is an alternatives-focused private equity firm specializing in financial services. Comparable to THG's broader multi-asset alternative investment platform given overlapping investment styles and target client base of family offices and financial institutions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
The Holdsworth Group social profiles
Digital presenceThe Holdsworth Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Holdsworth Group leadership team
Management profileNumber of profiles
Profiles5 records
The Holdsworth Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Holdsworth Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Holdsworth Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Holdsworth Group
What does The Holdsworth Group do?
The Holdsworth Group is a family investment office that commits its own capital to diversified alternative investments across public securities, real estate, credit strategies, private equity, niche fund strategies, and early-stage companies. It partners with high-net-worth investors, family offices, and corporations, often alongside capital deployment providing strategic advisory services to drive sustainable growth. Through its employee-owned subsidiary Inflection Point Advisory Group, the firm also delivers business and investment strategy and advisor oversight services to family offices and to public and private companies.
Is The Holdsworth Group a public or private company?
The Holdsworth Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Holdsworth Group founded?
The Holdsworth Group was founded in 2019. It employs 1 to 10 people.
Where is The Holdsworth Group based?
The Holdsworth Group is headquartered in Pasadena, United States, in the North America region.
How does The Holdsworth Group make money?
Two revenue lines are on record. Investment Returns are the primary driver. The others are advisory Services.
Who are The Holdsworth Group's main competitors?
Direct peers on record are CAIS, iCapital Network, Bel Air Investment Advisors, Whittier Trust, Aspiriant, Taconic Capital Advisors, Canyon Partners and Capital Funding Partners. Broad incumbents are BlackRock TCP (formerly Tennenbaum Capital Partners) and Stone Point Capital.
Does The Holdsworth Group have an API?
No public API is recorded for The Holdsworth Group.
What industry is The Holdsworth Group in?
The Holdsworth Group's product category is Family Office Investment Management & Advisory Services. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.