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Hollencrest Capital Management

Wealth Management, Venture Capital Firm, Asset Management, Private Equity Firm

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.

Overview and Management

Establishment Year

1999

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

Investment Roles

Direct Investor, General Partner (GP)

Participant Demographics

Primarily serves corporate executives, entrepreneurs, and multi-generational families/family offices.

Generational Wealth Planning

Focuses on multi-generational advisory, including educating family members about wealth responsibilities, estate planning, and legacy building.

Risk Tolerance

Emphasizes a customized risk/return profile tailored to clients' needs, focusing on both wealth preservation and growth.

References or Case Studies

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.

Exit Strategies

Structuring tax-efficient exits and M&A advisory.

Legal, Compliance and Contact Information

Regulatory Registrations

SEC Regulation S-P, ADV filings.

Compliance History

No major violations noted.

Email

clientcommunication@hollencrest.com

Phone Number

949-737-7700

Address

Newport Beach United States

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Frequently Asked Questions

What services does Hollencrest Capital Management offer?

Hollencrest Capital Management provides a range of services designed to help clients build and preserve their wealth. These include customized investment strategies, wealth management, and legacy planning, all tailored to meet the unique needs of each client. - Data-driven investment strategies - Personalized wealth management - Legacy planning support

How does Hollencrest Capital Management ensure personalized investment strategies?

Hollencrest Capital Management ensures personalized investment strategies by conducting thorough assessments of each client's financial situation, goals, and risk tolerance. This allows them to design highly customized plans that are innovative and data-driven. - Comprehensive client assessments - Tailored investment plans - Ongoing strategy adjustments

What makes Hollencrest Capital Management different from other investment firms?

Hollencrest Capital Management stands out due to its commitment to highly customized and innovative investment strategies. They focus on understanding client legacies and wealth preservation, utilizing data-driven approaches that align with individual client objectives. - Emphasis on client legacy - Innovative investment solutions - Focus on wealth preservation