{"url":"https://nivawealth.com/firms/general-equity-holdings-287823","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287823","regulatoryAum":310354902,"crd":"287823","history":[{"filedOn":"2021-03-26","regulatoryAum":321324277,"clients":3,"employees":3,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":277676341,"clients":3,"employees":4,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":111790323,"clients":3,"employees":3,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":160920023,"clients":3,"employees":3,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":311756111,"clients":3,"employees":3,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":310354902,"clients":3,"employees":3,"offices":1}],"secFileNumber":"801-112549","legalName":"General Equity Holdings LP","displayName":"General Equity Holdings","slug":"general-equity-holdings-287823","website":"https://geholdings.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/287823/eee573c545d9fdfb-r1.webp","tone":"dark","width":565,"height":200,"sourceUrl":"https://www.geholdings.com/","sourceLabel":"General Equity Holdings LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/general-equity-holdings-lp/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"45 Main Street,, Suite 411","city":"Brooklyn","state":"NY","stateName":"New York","country":"United States","postalCode":"11201"},"tradeNames":[],"registration":{"secApproved":"1 March 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":310354902,"discretionary":310354902,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":66,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":310354902}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"General Equity Holdings has custody of $310M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Elizabeth Kostolansky","title":"Chief Operating Officer, Chief Compliance Officer, Chief Financial Officer","crd":"2406353"},{"name":"Andrew Bellas","title":"Principal, Managing Partner, Portfolio Manager and Managing Member of General Partner","crd":"4689594"}],"ownership":[{"label":"Andrew Bellas","detail":"Principal, managing partner, portfolio manager and managing member of general partner in the 75% or more ownership band and a control person, since September 2016. Also a managing member of General Equity Holdings GP LLC in the 75% or more band and a control person, since September 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"45 Main Street,, Suite 411","city":"Brooklyn","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-813-9212","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/287823/PDF/287823.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does General Equity Holdings have?","answer":"General Equity Holdings has 3 clients and manages $310 million for them, as of March 2026. They include 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does General Equity Holdings offer?","answer":"General Equity Holdings provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does General Equity Holdings have?","answer":"General Equity Holdings has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns General Equity Holdings?","answer":"General Equity Holdings’ direct owner is Andrew Bellas (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does General Equity Holdings get paid?","answer":"General Equity Holdings is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact General Equity Holdings?","answer":"General Equity Holdings’ main office is at 45 Main Street,, Suite 411, Brooklyn, NY 11201. Its phone number is 646-813-9212. Its website is geholdings.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/general-equity-holdings-287823/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-15","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1700362/000199937126010805/0001999371-26-010805-index.html","totalValue":134737627,"positionCount":11,"top10Share":0.9914244890182012,"top10":[{"issuer":"CARVANA CO","titleOfClass":"CL A","cusip":"146869102","value":78169329,"shares":248646,"shareType":"SH"},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":14176760,"shares":35620,"shareType":"SH"},{"issuer":"SEA LTD","titleOfClass":"SPONSORD ADS","cusip":"81141R100","value":12178701,"shares":147068,"shareType":"SH"},{"issuer":"NU HLDGS LTD","titleOfClass":"ORD SHS CL A","cusip":"G6683N103","value":7506888,"shares":522400,"shareType":"SH"},{"issuer":"ONEWATER MARINE INC","titleOfClass":"CL A COM","cusip":"68280L101","value":5995278,"shares":634421,"shareType":"SH"},{"issuer":"JUMIA TECHNOLOGIES AG","titleOfClass":"SPONSORD ADS","cusip":"48138M105","value":5824193,"shares":844086,"shareType":"SH"},{"issuer":"DOORDASH INC","titleOfClass":"CL A","cusip":"25809K105","value":3215012,"shares":21412,"shareType":"SH"},{"issuer":"OSCAR HEALTH INC","titleOfClass":"CL A","cusip":"687793109","value":2752800,"shares":240000,"shareType":"SH"},{"issuer":"FTAI AVIATION LTD","titleOfClass":"SHS","cusip":"G3730V105","value":1962450,"shares":8010,"shareType":"SH"},{"issuer":"AFFIRM HLDGS INC","titleOfClass":"COM CL A","cusip":"00827B106","value":1800772,"shares":39301,"shareType":"SH"}],"positionsListed":11,"positions":[{"issuer":"CARVANA CO","titleOfClass":"CL A","cusip":"146869102","value":78169329,"shares":248646,"shareType":"SH"},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":14176760,"shares":35620,"shareType":"SH"},{"issuer":"SEA LTD","titleOfClass":"SPONSORD ADS","cusip":"81141R100","value":12178701,"shares":147068,"shareType":"SH"},{"issuer":"NU HLDGS LTD","titleOfClass":"ORD SHS CL A","cusip":"G6683N103","value":7506888,"shares":522400,"shareType":"SH"},{"issuer":"ONEWATER MARINE INC","titleOfClass":"CL A COM","cusip":"68280L101","value":5995278,"shares":634421,"shareType":"SH"},{"issuer":"JUMIA TECHNOLOGIES AG","titleOfClass":"SPONSORD ADS","cusip":"48138M105","value":5824193,"shares":844086,"shareType":"SH"},{"issuer":"DOORDASH INC","titleOfClass":"CL A","cusip":"25809K105","value":3215012,"shares":21412,"shareType":"SH"},{"issuer":"OSCAR HEALTH INC","titleOfClass":"CL A","cusip":"687793109","value":2752800,"shares":240000,"shareType":"SH"},{"issuer":"FTAI AVIATION LTD","titleOfClass":"SHS","cusip":"G3730V105","value":1962450,"shares":8010,"shareType":"SH"},{"issuer":"AFFIRM HLDGS INC","titleOfClass":"COM CL A","cusip":"00827B106","value":1800772,"shares":39301,"shareType":"SH"},{"issuer":"THE ONE GROUP HOSPITALITY INC","titleOfClass":"COM","cusip":"88338K103","value":1155444,"shares":649126,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}