Insights

Niche Firm Profile Small financial services firm with a lean team (2-10 employees) and a focus on investment management, offering a potential target for enterprise software, outsourced CIO services, or specialized financial analytics tools.

Funding Growth Potential Revenue under one million suggests opportunities for scalable, cost-effective solutions such as cloud-based portfolio tracking, CRM for boutique advisors, or marketing automation to boost client acquisition with limited staff.

Active Investment Activity frequent equity and ETF stake investments across multiple sectors indicate a need for research subscriptions, financial data feeds, and analytics platforms to support due diligence and portfolio construction.

Tech Stack Gaps Current tech stack includes WordPress, Shopify, WooCommerce, and Microsoft 365; potential upsell around secure document management, compliance tooling, customer onboarding portals, and CRM integrations tailored for asset managers.

Market Positioning As a smaller yet active player in asset management, competitive differentiation can be achieved through outsourced compliance, risk analytics, and performance reporting services aimed at rising firms seeking scale without headcount growth.

Similar companies to Hollencrest Securities, LLC

Hollencrest Securities, LLC Tech Stack

Hollencrest Securities, LLC uses 8 technology products and services including Open Graph, WordPress, Shopify, and more. Explore Hollencrest Securities, LLC's tech stack below.

Media & News

Hollencrest Securities, LLC's Email Address Formats

Hollencrest Securities, LLC uses at least 4 email formats:
Hollencrest Securities, LLC Email FormatsExamplePercentage
FirstL@hollencrest.comJohnD@hollencrest.com
68%
First@hollencrest.comJohn@hollencrest.com
24%
First.Last@hollencrest.comJohn.Doe@hollencrest.com
4%
FLast@hollencrest.comJDoe@hollencrest.com
4%

Frequently Asked Questions

What is Hollencrest Securities, LLC's phone number?

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You can contact Hollencrest Securities, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hollencrest Securities, LLC's official website and social media links?

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Hollencrest Securities, LLC's official website is hollencrest.com and has social profiles on LinkedIn.

How much revenue does Hollencrest Securities, LLC generate?

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As of August 2026, Hollencrest Securities, LLC's annual revenue is estimated to be <$1M.

What is Hollencrest Securities, LLC's NAICS code?

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Hollencrest Securities, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Hollencrest Securities, LLC have currently?

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As of August 2026, Hollencrest Securities, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Compliance Officer And Director Of Portfolio Administration: S. N. Explore Hollencrest Securities, LLC's employee directory with LeadIQ.

What industry does Hollencrest Securities, LLC belong to?

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Hollencrest Securities, LLC operates in the Financial Services industry.

What technology does Hollencrest Securities, LLC use?

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Hollencrest Securities, LLC's tech stack includes Open Graph, WordPress, Shopify, WooCommerce, Microsoft 365, Google Fonts API, Twemoji and DreamHost.

What is Hollencrest Securities, LLC's email format?

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Hollencrest Securities, LLC's email format typically follows the pattern of FirstL@hollencrest.com. Find more Hollencrest Securities, LLC email formats with LeadIQ.
Hollencrest Securities, LLC logo

Hollencrest Securities, LLC

Financial ServicesCalifornia, United States2-10 Employees

Hollencrest Securities, LLC operates in the financial services sector and is based in Newport Beach, California. The firm appears to function as an investment-oriented entity, with its related subsidiary or affiliate, Hollencrest Capital Management, LLC, engaging in buying and holding stakes in various publicly traded companies and exchange-traded funds, indicating a focus on asset selection and portfolio ownership. The organization is small in size and located in the United States, suggesting a boutique operation within a broader financial services landscape that includes larger, well-known firms. Recent activity shows the affiliated management arm acquiring stakes in a range of equities and ETFs, including positions in Rambus, e.l.f. Beauty, and other instruments, reflecting ongoing portfolio-building activity. The company appears to cater to investors seeking targeted equity positions and diversified holdings, operating within a market environment that includes major banks and wealth managers. Positioned in the broader financial services industry, Hollencrest Securities, LLC identifies itself through its Newport Beach location and its investment-focused activities conducted by a smaller team.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Hollencrest Securities, LLC's revenue is estimated to be in the range of <$1M

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