Insights

Growing Client Assets Hollencrest Capital Management manages nearly 3 billion dollars in client assets, indicating a strong presence in high-net-worth client markets and a potential need for premium financial products and tailored investment solutions.

Diverse Investment Focus The firm employs a multi-strategy approach with a specialization in alternative investments such as real estate and private equity, presenting opportunities to offer specialized investment platforms and related services.

Active Portfolio Engagement Recent investments in equities and ETFs like Rambus, e.l.f. Beauty, and Mobileye demonstrate a proactive investment strategy, suggesting potential for asset management tools and market analysis solutions.

Market Growth Opportunities As a boutique firm in a competitive landscape alongside larger financial institutions, there is a potential for collaborations, technology integrations, and consulting services to enhance operational efficiency and client engagement.

Hollencrest Capital Management Tech Stack

Hollencrest Capital Management uses 8 technology products and services including Fusion Ads, MySQL, Microsoft 365, and more. Explore Hollencrest Capital Management's tech stack below.

  • Fusion Ads
    Advertising
  • MySQL
    Database
  • Microsoft 365
    Email
  • Lua
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

Hollencrest Capital Management's Email Address Formats

Hollencrest Capital Management uses at least 1 format(s):
Hollencrest Capital Management 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

Where is Hollencrest Capital Management's headquarters located?

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Hollencrest Capital Management's main headquarters is located at 100 Bayview Circle Suite 500 Newport Beach, California 92660 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Hollencrest Capital Management's phone number?

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You can contact Hollencrest Capital Management'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 Capital Management's official website and social media links?

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Hollencrest Capital Management's official website is hollencrest.com and has social profiles on LinkedIn.

What is Hollencrest Capital Management's SIC code NAICS code?

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Hollencrest Capital Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Hollencrest Capital Management have currently?

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As of June 2026, Hollencrest Capital Management has approximately 17 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Operations: J. K.Consultant - Managing Director - Senior Portfolio Manager Sourcing And Allocating The Right Invest: M. S.Client Relationship Specialist: M. N.. Explore Hollencrest Capital Management's employee directory with LeadIQ.

What industry does Hollencrest Capital Management belong to?

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Hollencrest Capital Management operates in the Investment Management industry.

What technology does Hollencrest Capital Management use?

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Hollencrest Capital Management's tech stack includes Fusion AdsMySQLMicrosoft 365LuaYoast SEOBootstrapX-Content-Type-OptionsGoogle Analytics.

What is Hollencrest Capital Management's email format?

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Hollencrest Capital Management's email format typically follows the pattern of FirstL@hollencrest.com. Find more Hollencrest Capital Management email formats with LeadIQ.

When was Hollencrest Capital Management founded?

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Hollencrest Capital Management was founded in 1999.

Hollencrest Capital Management

Investment ManagementCalifornia, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
100 Bayview Circle Suite 500 Newport Beach, California 92660 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Hollencrest Capital Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Hollencrest Capital Management's revenue is estimated to be in the range of $25M$50M

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