US Capital Global Engaged by Holdun Family Office as Financial Advisor to $500MM Income Fund

Top Quote San Francisco-based global private financial group provides advisory services to US mortgage-backed securities income fund located in the Bahamas. End Quote
  • (1888PressRelease) February 05, 2020 - San Francisco, California, USA. - US Capital Global, the full-service private financial group headquartered in San Francisco, announced today that it has been retained by Holdun Family Office (“Holdun”) as financial advisor to the Holdun Income Fund Ltd (HOLDUNI:BM) (the “Fund”). The Fund, which has a strong track-record exceeding three years, is currently growing up to $500 million in subscriptions. Managed by Holdun, the Fund’s portfolio comprises primarily US mortgage-backed securities issued by the Government National Mortgage Association (GNMA).

    Holdun has a proud heritage that can be traced back to Sir Herbert Holt, one of the most successful businessmen in Canadian history. During the height of his career, the Irish industrialist controlled some 300 companies on three continents worth over an estimated $3 billion. As Chairman of the Royal Bank of Canada, he increased assets fifteen-fold during his 26-year tenure. The Holt-Dunn family are anchor investors in the Fund, with some $100 million invested in the Fund.

    “We are very pleased to embark on this promising new relationship with US Capital Global,” said Brendan Dunn, CEO at Holdun. “US Capital Global’s many years of experience in the industry, especially in guiding alternative private investment funds and offering capital formation services, will be immensely helpful to us as we expand the Fund to additional family offices and financial groups.”

    “It is a real pleasure to be supporting Holdun Family Office as one of its financial and strategic advisors,” said Charles Towle, Managing Partner at US Capital Global. “Holdun Family Office has an excellent group of professionals and institutional support, and we are privileged to be a part of this first-class group. The Fund’s primary choice of investment, GNMA mortgage-backed securities, has provided stable returns post-2008 and is backed by the full faith and credit of the US government, as well as collateralized by underlying real estate assets. We believe the Fund has significant potential to scale and also to widen the scope of its portfolio, and to that end it is open to grow its base of financial partners.”

    About Holdun Family Office:
    Holdun Family Office (“Holdun”) is a Bahamas-based wealth management firm with over 300 years of combined industry expertise. Founded in Canada by the Holt-Dunn family, Holdun’s objective is to manage its clients’ wealth with intelligence and aligned interests, so that clients benefit from long-term growth. A consecutive three-year Business Vision awards winner, Holdun manages the Holdun Income Fund Ltd (the “Fund”), a private investment fund with a portfolio primarily in US mortgage-backed securities issued by the Government National Mortgage Association (GNMA). The Fund’s strategy therefore benefits from timely payments of principal and interest by the US government.

    About US Capital Global:
    Established in 1998, US Capital Global leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. The US Capital Global group manages direct investment funds and provides wealth management and capital raise services. Operating with its registered investment bank affiliate, US Capital Global Securities, LLC, the firm acts as a licensed placement agent for companies, funds, and projects, and collaborates closely with its peers in professional banking and investment advisory.

    Vanessa Guajardo
    US Capital Global
    555 Montgomery Street, Suite 1501
    San Francisco, CA 94111
    media ( @ ) uscapglobal dot com

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