Holos Consulting Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$0
About
Holos Consulting Group provides ESG and impact investing advisory services to asset owners (including high-net-worth individuals, family offices, foundations, and institutions), private‑market fund managers, and companies. Its engagements cover impact investing strategy development for private markets, ESG integration across asset classes, impact diligence of private‑market funds, and assistance with selecting third‑party investment managers.
The firm delivers tailored, project‑based consulting that typically produces written deliverables such as impact theses, program guidelines, market scans, and reporting approaches, and engagements conclude when those deliverables are delivered. Holos does not manage client assets, accept custody, or provide ongoing portfolio management or recurring account reviews; clients retain discretion to implement recommendations or to re-engage for additional work.
Compared with many independent advisers, Holos is notable for concentrating on private‑market impact work and for advising fund managers on ESG integration and fund design rather than offering individual portfolio management or percentage‑of‑assets billing. The firm operates as a small, solo consultancy with a very limited client roster and does not charge performance‑based fees or participate in wrap programs, reflecting a consultancy model distinct from typical asset‑management practices.
Client services
Selection of other advisers
Impact investing consultation
Expertise
ESG / Sustainable investing
Private / alternative investments
Charitable giving & philanthropy
Fee options
Fee-only: Project-based fees ranging typically from $30,000 to $200,000, negotiated per client and specified in the advisory agreement.
Main office location
Holos Consulting Group, LLC
Boulder CO, United States
Number of offices
1
Most active in
Holos Consulting Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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