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Michelle Elizabeth Petersen

Hollencrest Capital Management

Newport Beach, CA

CRD 6362113

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Employer firm

Hollencrest Capital Management CRD 46217

$2.87B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Hollencrest Capital Management

100 Bayview Circle Suite 500, Newport Beach, CA 92660-8903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-06-29
  • CA RA
    APPROVED
    Since 2015-06-29

Branch Locations

100 Bayview Circle Suite 500, Newport Beach, CA 92660-8903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hollencrest Capital Mgmt Newport Beach CA 01/2014 Present
  • 01/2014 → Present
    Hollencrest Capital Mgmt
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-29
  • S66 Uniform Combined State Law Examination
    2015-06-29
Other Names
  • Michelle Elizabeth Noe

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

More in Newport Beach, CA

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