Greg Pellizzon, Peter Pellizzon and Rob Wolford founded Hollencrest Capital Management in 1999. They began working together in 1994 and continue to manage the firm today as the three acting Managing Directors.
Since opening our doors, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $2 billion in client assets. 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. Our job is not to make our clients wealthy; it is to keep them wealthy.
Throughout our history, we have worked tirelessly to improve the quality of service that we provide to our clients, and we are committed to continuing this effort into the future. In fact, our clients take great comfort in knowing that they have constant access to a dedicated team at the firm led by a Managing Director. They also know that the Hollencrest team that serves them today will be the same team that works with them in the years to come. We enjoy the same high level of retention among our employees as we enjoy with our clients.
In 2020, HCM entered into an arrangement with Emigrant Partners, LLC to provide
financing for the Firm and to become a strategic long‐term partner for us. This financing arrangement will allow
HCM to remain independent and also to significantly expand our advisory capabilities.