Hollencrest Capital Management Revenue
Investment Management • 
Newport Beach, California, United States • 11-20 Employees
Hollencrest Capital Management revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Key Contacts at Hollencrest Capital Management
Zach Staggs
Director-Private Client Services
Cameron Akers
Managing Director - President & Chief Investment Officer
Greg Pellizzon
Owner
Rob Wolford
Managing Director
Kyle Fincher
Director
Sean Lee
Director
Company overview
| Headquarters | 100 Bayview Circle, Suite 500, Newport Beach, CA 92660, US |
| Phone number | +19497377700 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Wealth Management, Consulting Services, Exit Strategies For Business Owners, Services For The Ultra Affluent |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
Hollencrest Capital Management Email Formats
Hollencrest Capital Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@hollencrest.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hollencrest.com | 77.8% |
{first name}{last name} | johndoe@hollencrest.com | 22.2% |
About 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. We primarily serve corporate executives, entrepreneurs, and multi-generational families/family offices. We utilize a multi-strategy approach to build customized portfolios and specialize in alternative investments including real estate (multi-family, industrial, storage, opportunity zone) and private equity.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Hollencrest Capital Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Hollencrest Capital Management has never raised funding before.
Hollencrest Capital Management Tech Stack
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Frequently asked questions
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