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



San Francisco-based global private financial group provides advisory services to US mortgage-backed securities income fund located in the Bahamas.

Press Release

San Francisco, California, USA., February 05, 2020 — 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.”

Vanessa Guajardo
US Capital Global
555 Montgomery Street, Suite 1501
San Francisco, CA 94111
[email protected]