Hollencrest Capital Management
Hollencrest Capital Management provides investment advisory services that result in superior performance.
Business Model: B2B
Revenue: $0
Employees: 0-0
Rankings
Industries / Tags:
Detailed Hollencrest Capital Management Information
Geographic Data
Address: 100 Bayview Cir Ste 500
City: Newport Beach
State: CA
Zip: 92660
Country: US
Financial Info
Stage:
Raised Last:
$0
Raised Total:$3M
Social
Linkedin
Crunchbase
Metrics
0Website Global Rank
0Website Monthly Traffic
Twitter Followers
Description
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.
Contact Phone:
+19497377700
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|---|---|---|
| 8/2017 | Veracity Industrial Networks | Seed Round | 1.5M |
| 6/2020 | Rethink | Seed Round | 1.1M |
| 6/2020 | Rethink | Seed Round | 0 |
| 8/2017 | Veracity Industrial Networks | Seed Round | 0 |
Startup Industries
Startup Locations
Portfolio Current Status
Portfolio Employee Count
| Name | Price |
|---|
| Name | Size | Announced Date |
|---|
