Hollencrest Capital Management
Overview
Hollencrest Capital Management is a private investment firm specializing in wealth management and investment advisory services. Founded in 1999, the firm has grown into one of the largest boutique wealth management firms in Southern California, managing nearly $3 billion in client assets. Hollencrest primarily serves corporate executives, entrepreneurs, and multi-generational families, offering a multi-strategy approach to build customized portfolios. The firm specializes in alternative investments, including real estate (multi-family, industrial, storage, opportunity zone) and private equity. The firm's services encompass wealth advisory, private investments, family office, and business advisory. Hollencrest provides exclusive access to real estate, private equity, private debt, venture capital, and other alternative investments, with deal flow curated by their senior private investment committee. They also offer tax and estate planning, legal advisory, family governance, philanthropy, lifestyle and concierge services, and business advisory services such as mergers & acquisitions, succession planning, risk management, tax, and other capital market strategies to unlock value for executives and entrepreneurs.
Investment Focus
- High net worth individuals
- Corporate executives
- Entrepreneurs
- Multi-generational families
- Family offices
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Hollencrest Capital Management
What sectors does Hollencrest Capital Management invest in?
Hollencrest Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Newport Beach, California, United States. Hollencrest Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Hollencrest Capital Management invest at?
Hollencrest Capital Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Hollencrest Capital Management invest in?
Hollencrest Capital Management invests across United States.
Who are the partners at Hollencrest Capital Management?
Team members listed for Hollencrest Capital Management include Peter Pellizzon (Co-founder - COO) and Cameron Akers (Managing Director - President & Chief Investment Officer).
What companies has Hollencrest Capital Management invested in?
Hollencrest Capital Management's portfolio includes Hollencrest Capital Management does not publicly disclose its portfolio companies..
How do I contact Hollencrest Capital Management?
Hollencrest Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
