Hollencrest

Newport Beach, United States
Hollencrest is engaged in wealth management and financial advisory services.
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About Hollencrest

Hollencrest is a company based in Newport Beach (United States). It operates as a Professional Services. Hollencrest offers products and services including Wealth Advisory, Private Investments, Family Office, and Business Advisory.

  • Headquarter Newport Beach, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Hollencrest

Hollencrest offers a comprehensive portfolio of products and services, including Wealth Advisory, Private Investments, Family Office, and Business Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Comprehensive wealth management and financial planning are provided.

Access to alternative investments and private equity is offered.

Tax, estate planning, and concierge services are delivered.

Mergers, acquisitions, and succession planning are supported strategically.

Funding Insights of Hollencrest

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Hollencrest

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Hollencrest

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Hollencrest Comparisons

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Competitors of Hollencrest

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Hollencrest

Frequently Asked Questions about Hollencrest

Where is Hollencrest located?

Hollencrest is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.

What does Hollencrest do?

Hollencrest Capital Management is focused on providing customized wealth management solutions to entrepreneurs, executives, and multi-generational families. Services are offered in wealth advisory, private investments, family office support, and business advisory. The firm operates in the financial sector, delivering personalized strategies for wealth preservation and growth opportunities. Comprehensive solutions are provided across asset classes, including real estate, private equity, and venture capital. High-touch service is emphasized to align with clients specific financial goals and risk profiles.

What products or services does Hollencrest offer?

Hollencrest offers Wealth Advisory, Private Investments, Family Office, and Business Advisory.

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