Hillcrest Holdings, LLC

Overview

Hillcrest Holdings, LLC is a small, privately held advisory firm that manages a concentrated book of discretionary assets. The firm’s regulatory filings indicate it delivers portfolio management services primarily for individuals and small businesses and charges fees as a percentage of assets under management. Hillcrest reports no active ESG program and is not registered as a multistate adviser, suggesting a localized, traditional wealth-management approach rather than a broad institutional platform. Investment activity centers on pooled public vehicles rather than bespoke single-stock strategies. The firm appears to favor allocating client capital into mutual funds and other public fund wrappers, and it supplements those exposures with allocations to real estate through third‑party alternative managers. Given the small number of accounts and the size of those accounts, Hillcrest operates with a highly concentrated client base and relies on external custodial and fund-management relationships to implement its strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices