Hollencrest Capital Management LLC
Legal Name: HOLLENCREST CAPITAL MANAGEMENT, LLC
Full Contact Details
Hollencrest Capital Management LLC
100 BAYVIEW CIRCLE, SUITE 500, NEWPORT BEACH, CA
949-737-7700
949-737-7703
Other Info
Hollencrest Capital Management LLC, a California-based Limited Liability Company, has been serving an undisclosed number of clients with its team of 15 employees, all holding advisory positions. The firm has been approved by the U.S. Securities and Exchange Commission since October 2, 1998, and continues to offer financial management services.
Home - Hollencrest
Firm Services Wealth Advisory Private Investments Real Estate Private Equity & Venture Capital Family Office Business Advisory Team Insights Contact Empowering Entrepreneurs and Executives We are an independent wealth management firm with deep resources and institutional expertise, proudly committed…
Michael Ashley Schulman, CFA's Articles | Seeking Alpha
Michael has 20+ years of chief investment officer (CIO) and portfolio management experience building, managing, trading, and sourcing private credi...
Direct Owners
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CAMERON CURTIS AKERS
DIRECTOR, CHIEF INVESTMENT OFFICER owns less than 5%
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GREGORY PAUL PELLIZZON
MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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IANTHE NICOLE VIPPERMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMES KONON
VICE PRESIDENT OF OPERATIONS, AML OFFICER, CISO owns less than 5%
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PETER JOSEPH PELLIZZON
MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER, PORTFOLIO MANAGER owns more than 25% but less than 50%
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ROBERT BURR WOLFORD
MANAGING DIRECTOR, DIRECTOR OF MARKETING, PORTFOLIO MANAGER owns more than 25% but less than 50%
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SUSAN MARIE NAKAMURA
DIRECTOR PORTFOLIO ADMINISTRATION owns less than 5%
Custodians
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TD AMERITRADE, INC.
United States
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