Hollencrest Capital Management
Founded in 1999, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets. The firm specializes in serving corporate executives, entrepreneurs, and multi-generational families/family offices, utilizing a multi-strategy approach with expertise in alternative investments like real estate and private equity.
1999
Independent wealth management firm with Emigrant Partners as a strategic long-term investor.
Emphasizes a customized risk/return profile tailored to clients' needs, focusing on both wealth preservation and growth.
Newport Beach, Ca, United States
About
Mission
Dedicated to helping clients shape their legacies and maintain wealth through highly customized, innovative, and data-driven investment strategies.
Values
Integrity, Creativity, Thoughtfulness, Collaboration
Participant Demographics
Primarily serves corporate executives, entrepreneurs, and multi-generational families/family offices.
Investment Strategies
Track Record
Team Experience
Decades of experience across diverse asset classes.
Notable Achievements
Deployment of $460 million in equity capital into $1.9 billion of commercial real estate assets across 46 transactions since 2011.
Project Track Record
Successfully curated private investment opportunities, including real estate and private equity.
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Newport Beach, Ca, United States
Legal & Compliance
SEC Regulation S-P, ADV filings.
No major violations noted.
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