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Edrie Pomperada Dalisay

Hollencrest Capital Management

Newport Beach, CA

CRD 6369892

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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 2025-05-22
  • CA RA
    APPROVED
    Since 2025-05-22

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 Management Newport Beach CA 06/2011 Present
Designations
  • Certified Financial Planner

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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