The Holdsworth Group, LLC (THG) is a Family Investment Office Based in Pasadena, CA.
Diversified Investments Across Multiple Asset Classes
The Holdsworth Group is a family investment office committed to identifying compelling alternative investment opportunities. We specialize in partnering with high-net-worth investors, family offices, and corporations, often providing capital solutions and strategic advisory services to drive sustainable growth for our clients.
Our approach is flexible and opportunistic, with a focus on identifying high-quality investment opportunities across many alternative asset classes. We prioritize building long-term partnerships with other experienced investors, family offices, and businesses that align with our strategic objectives.
Through our employee-owned advisory firm, Inflection Point Advisory Group, we also provide business and investment advisory services to family offices, business, public and private companies.
Our Areas of Investment Focus
Public Securities
We invest in publicly traded equities and fixed-income instruments, capitalizing on market inefficiencies, macroeconomic trends, and industry trends. Our public securities strategy includes actively managed investments in global stock markets, and we focus on high-quality companies with low debt and strong free cash flow, trading at a fair price.
Real Estate
Our real estate investments cover both direct acquisitions and fund allocations across commercial, residential, and industrial properties. We focus on value-add and opportunistic strategies, leveraging real estate’s potential for capital appreciation and steady income generation.
Credit Strategies
Our credit investments span a wide range of opportunities, including distressed debt, high-yield bonds, structured credit, and private lending. By targeting alternative credit opportunities, we aim to generate stable returns with controlled risk exposure.
Private Equity
We engage in direct investments and fund allocations within the private equity space. We invest in growth-stage companies, leveraged buyouts, and special situations, partnering with management teams to enhance operational efficiencies and long-term value creation.
Niche Fund Strategies
THG invests in specialized investment funds with unique strategies that offer asymmetric return opportunities. These may include hedge funds, special situation funds, and sector-specific investment vehicles designed to capitalize on market inefficiencies.
Early Stage
Our early stage strategy supports high-potential companies in technology, healthcare, fintech, and other innovative industries, providing not just capital but also strategic guidance and industry connections.