HOLLENCREST CAPITAL MANAGEMENT
Hollencrest Capital Management provides investment advisory services that result in superior performance. The firm specializes in serving very affluent clients, the majority of whom own and operate privately-held businesses. Clients typically hire Hollencrest when they realize that the highest and best use of their time is to focus on their businesses that created their wealth and to let Hollencrest manage their wealth. Over the past 16 years, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $1.9 billion in client assets. The company was founded by Greg Pellizzon, Peter Pellizzon, and Rob Wolford in 1999 and is based in Newport Beach, California.
HOLLENCREST CAPITAL MANAGEMENT
Industry:
Industrial
Founded:
1999-01-01
Status:
Active
Contact:
800.838.8951
Technology used in webpage:
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Current Employees Featured
Peter J. Pellizzon Owner,CCO & COO @ Hollencrest Capital Management
Owner,CCO & COO
Rob Wolford Managing Director, Director of Marketing, and Portfolio Manager @ Hollencrest Capital Management
Managing Director, Director of Marketing, and Portfolio Manager
1999-04-01
Michael Ashley Schulman Managing Director @ Hollencrest Capital Management
Managing Director
2008-12-01
Greg Pellizzon Owner & CIO @ Hollencrest Capital Management
Owner & CIO
1999-01-01
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2020-06-15 | Rethink | Hollencrest Capital Management investment in Seed Round - Rethink | 1.13 M USD |
| 2017-08-28 | Veracity Industrial Networks | Hollencrest Capital Management investment in Seed Round - Veracity Industrial Networks | 1.5 M USD |
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