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Hollencrest Capital Management delivers customized wealth solutions through comprehensive advisory, private investment access, family office, and business advisory services. The firm designs tailored financial strategies and manages diverse portfolios, offering exclusive access to private investments spanning real estate, private equity, and venture capital. This integrated approach provides personalized guidance for client financial objectives.
Founded in 1999, Hollencrest was established by Greg Pellizzon, Peter Pellizzon, and Rob Wolford, leveraging their experience from major Wall Street institutions. Their insight focused on creating an independent wealth management firm, providing personalized service and unbiased strategies to address a market need for client-centric financial guidance.
The firm serves entrepreneurs, executives, and ultra-high net worth families seeking wealth preservation and growth. Hollencrest's vision is to be a trusted partner, empowering clients to capitalize on opportunities and optimize their time by managing complex financial affairs. They foster lasting financial well-being through integrity and innovation.
Hollencrest Capital Management has 1 tracked investment across 1 company. The latest tracked deal is $1.5M Seed in Veracity Security Intelligence in October 2017.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 4, 2017 | Veracity Security Intelligence | $1.5M Seed | — | Microsemi Corporation, Schweitzer Engineering Labs |