HOLLENCREST CAPITAL MANAGEMENT

hollencrest-capital-management-logo

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.

#SimilarOrganizations #People #Financial #More

HOLLENCREST CAPITAL MANAGEMENT

Social Links:

Industry:
Industrial

Founded:
1999-01-01

Status:
Active

Contact:
800.838.8951

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Domain Not Resolving Apache


Similar Organizations

walbert-capital-management-logo

Walbert Capital Management

Walbert Capital Management provides investment advisory services.

Current Employees Featured

peter-j-pellizzon_image

Peter J. Pellizzon
Peter J. Pellizzon Owner,CCO & COO @ Hollencrest Capital Management
Owner,CCO & COO

rob-wolford_image

Rob Wolford
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_image

Michael Ashley Schulman
Michael Ashley Schulman Managing Director @ Hollencrest Capital Management
Managing Director
2008-12-01

greg-pellizzon_image

Greg Pellizzon
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

More informations about "Hollencrest Capital Management"

Firm - Hollencrest

Greg Pellizzon, Peter Pellizzon and Rob Wolford founded Hollencrest Capital Management in 1999 with a focus on providing exceptional, personalized service and unbiased, forward-thinking investment strategies. Over the years, our โ€ฆSee details»

Our Services - Hollencrest

Exclusive access to real estate, private equity, and venture capital investments with deal flow curated by our senior private investment committee. Learn More. Family Office. Access to tax โ€ฆSee details»

Hollencrest Capital Management - Crunchbase

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. ...See details»

Hollencrest Capital Management Profile: Commitments

Hollencrest Capital Management General Information Description. Hollencrest is a wealth management firm based in Newport Beach, California. Established in 1999, the firm provides โ€ฆSee details»

Hollencrest Capital Management - LinkedIn

Hollencrest Capital Management | 309 followers on LinkedIn. Founded in 1999, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with โ€ฆSee details»

HOLLENCREST CAPITAL MANAGEMENT, LLC

HOLLENCREST CAPITAL MANAGEMENT, LLC Section Title Report Summary Registration and Withdrawal Firm History CRD# 46217 1 2 9 Firm Profile 3 - 8 Page(s) Firm Operations 10 - 16 โ€ฆSee details»

Hollencrest Capital Management, LLC (Newport Beach)

Hollencrest Capital Management, LLC is a large advisory firm based in Newport Beach. It manages $1.36 billion of regulatory assets for 767 client accounts. It has been registered with โ€ฆSee details»

Hollencrest Capital Management - Crunchbase

Hollencrest Capital Management has 3 current employee profiles, including Co-Founder - COO Peter J. Pellizzon. Peter J. Pellizzon Co-Founder - COO Rob Wolford Managing Director, โ€ฆSee details»

Team - Hollencrest

Vice President โ€“ Operations AML Compliance Officer Chief Information Security OfficerSee details»

Hollencrest Capital Management - SmartAdvisor Match

Hollencrest Capital Management is located at 100 Bayview Circle, Newport Beach, CA. ... The firm caters to retail investors, high net worth investors, pooled investment vehicles, and โ€ฆSee details»

Cameron Akers - Managing Director - Chief Investment Officer ...

Managing Director - Chief Investment Officer at Hollencrest Capital Management · Experience: Hollencrest Capital Management · Education: Claremont McKenna College · Location: โ€ฆSee details»

HOLLENCREST CAPITAL MANAGEMENT - 13F

Hollencrest Capital Management reported 1,103 holdings with total value $2.43 B as of Q3 2024. Top holdings included VOO, AAPL, SPY, QQQ, and QQQM ... Location Newport Beach, CA โ€ฆSee details»

9AT: HOLLENCREST CAPITAL MANAGEMENT, LLC - Summary

Summary of key data points and latest news and filings relating to HOLLENCREST CAPITAL MANAGEMENT, LLC. Register for free with 9AT to receive alerts for this adviser.See details»

Contact - Hollencrest

Hollencrest Capital Management 100 Bayview Circle, Suite 500 Newport Beach, CA 92660-8903. Phone: 800.838.8951 Main: 949.737.7700 Fax: 949.737.7703 Email: โ€ฆSee details»

Hollencrest Capital Management Fund Manager Profile - Preqin

Hollencrest Capital Management is a California-based hedge fund manager, established in 1999, that manages separate account portfolios and alternative investments for individual high net โ€ฆSee details»

Hollencrest Capital Management Portfolio Holdings - Fintel

Hollencrest Capital Management has disclosed 1,082 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 2,284,142,263 USD. Actual Assets Under โ€ฆSee details»

Private Investments - Hollencrest

Exclusive access to real estate, private equity, and venture capital investments with deal flow curated by our senior private investment committee. Exclusive & Innovative Deals We โ€ฆSee details»

Hollencrest Capital Management 13F annual report - wallmine

$2.18 trillion Assets Under Management (AUM) As of 24th April 2024, Hollencrest Capital Managementโ€™s top holding is 646,330 shares of Vanguard S&p 500 Etf currently worth over โ€ฆSee details»

Susan Nakamura - Hollencrest

Specialties: Supporting Hollencrestโ€™s clients and management and facilitating their many decision-making processes by gathering, analyzing, and presenting a wide spectrum of information. โ€ฆSee details»

linkstock.net © 2022. All rights reserved