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Fund Manager

Hollencrest Capital Management

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HM
Hollencrest Capital Management

Fund Manager

Primary Strategy: Private Equity

Year Founded: 1999

Number of Employees: 19

Ownership: Privately Held

Year End: December

Description

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 (mu

Contact

Website: Link to website

LinkedIn: linkedin.com/company/hollencrest-capital-management

Address

100 Bayview Circle, Suite 500, Newport Beach, California, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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