Hollencrest Capital Management Email Format

Investment ManagementCalifornia, United States11-50 Employees

Hollencrest Capital Management is an investment management firm based in Newport Beach, California, founded in 1999. It operates as a boutique firm that emphasizes a multi-strategy approach to constructing customized portfolios, with particular focus on alternative investments such as real estate and private equity. The company serves corporate executives, entrepreneurs, and multi-generational families or family offices, aiming to align portfolios with their specific financial goals and risk tolerances.

Located in Southern California, Hollencrest has grown to a notable size within its niche, positioning itself among boutique and larger, diversified wealth management players. The firm concentrates on managing client assets for high-net-worth individuals and family offices, leveraging its multi-strategy framework to tailor investment solutions and access alternative asset classes. A recent development involves ongoing activity in expanding its stake in various public and private securities markets, reflecting its active engagement in diversified investment opportunities.

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