$60.7M Total AUM
$60.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2009
- Office Locations
- 1
Office Locations
-- Houston TX
About Hillcrest Holdings, LLC
Hillcrest Holdings is a Midwest-based family office focused on direct investments in privately held, middle-market businesses. The firm also builds public-market portfolios using ETFs and mutual funds for portfolio construction and wealth planning, with Charles Schwab as a primary custodian.
Team overview
54 AVG AGE
$60.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Optima Prime capital Unison
Client Personas
North
Investment Themes
Pathway Summit Matrix
Investment Vehicles
Capital
Services
Optima eagle Foundation wave
Owner & Executives
P
PAUL DAVID NELSON
FOUNDING PARTNER, Managing Member, Owner
- CRD
- #5626983
- Ownership
- 75% or more
(904) 437-7676
momentum.oak@alphacapital.com
in linkedin.com/in/unison-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,744,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,744,241 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,744,241
Public Funds:
15.6% Equity - Exchange:
56.3% Cash:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,356,451,544 | 15.6% |
| Equity - Exchange | $4,895,398,842 | 56.3% |
| Cash | $2,443,351,820 | 28.1% |
| Total | $8,695,202,206 | 100.0% |