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Family Office - Multi • Newport Beach, CA, United States

Hollencrest Capital Management

Hollencrest Capital Management is a family office - multi based in Newport Beach, CA, United States, founded in 1999. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.4B
Assets Under Mgmt
1999
Year Founded
Family Office - Multi
Investor Type
Newport Beach, CA, United States
Headquarters
About

Hollencrest Capital Management

Hollencrest Capital Management provides investment advisory services that result in superior performance. The firm specializes in serving very affluent clients, the majority of whom own and operate privately-held businesses. Clients typically hire Hollencrest when they realize that the highest and best use of their time is to focus on their businesses that created their wealth and to let Hollencrest manage their wealth. Over the past 16 years, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $1.9 billion in client assets. The company was founded by Greg Pellizzon, Peter Pellizzon, and Rob Wolford in 1999 and is based in Newport Beach, California.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.