Hollencrest Capital Management - aVenture Asset Manager Research
Location
Newport Beach, CA, US
Founded
1999
Hollencrest Capital Management is an independent wealth management firm specializing in serving affluent clients, particularly entrepreneurs and executives. The firm focuses on providing customized wealth strategies, private investment opportunities, and high-touch personalized service. Hollencrest manages approximately $1.9 billion in client assets, primarily in Southern California.
The firm's investment approach includes access to exclusive private investments and tailored wealth solutions. Hollencrest has made seed-stage investments in companies such as Rethink and Veracity Industrial Networks. Their expertise in serving business owners and executives allows them to offer specialized guidance on wealth preservation, growth opportunities, and legacy planning for multi-generational families.
Hollencrest Capital Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Seed2 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
