A complete list of active advisors currently associated with Hollow Brook Wealth Management LLC
Warmer can help you find a great advisor at Hollow Brook Wealth Management LLC or one who fits your needs even better.
Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations and other institutions. Services include discretionary portfolio management of publicly traded securities, non-discretionary recommendations and due diligence for private funds and one-off special situation investments, and ancillary family-office services such as trustee administration, family financial education, and coordination with tax, legal and accounting professionals. The firm combines a top-down macro approach with research-driven bottom-up security selection for internally managed, long-only portfolios that typically hold 20–40 positions, while treating private funds and special situations as non-discretionary recommendations subject to ongoing due diligence. Hollow Brook’s work on special situations can include co-investments and incentive arrangements; the brochure notes the firm charges performance-based (incentive) fees specifically on one-off special situation investments and employs third‑party research and on-site diligence in manager selection. Compared with many peers, Hollow Brook’s regulatory assets exceed $1.36 billion, and the firm offers a broader family-office style service set (e.g., family decision-making support, bill‑pay/financial reporting, and multigenerational planning) alongside investment management. The firm also documents and distributes periodic research and reporting—citing daily research emails and monthly letters, quarterly consolidated reports for private allocations—and reports using soft‑dollar research arrangements and occasional derivative instruments (e.g., options) and equity‑type commodity exposures as part of its investment toolkit.
To learn more about the advisors currently working at Hollow Brook Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Katonah, NY
| 2
|
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