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| Hollow Brook Wealth Management LLC
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| |
|---|---|
| CRD # | 145521 |
| SEC # | 801-68599 |
| CIK # | 0001455251 |
| AUM | $1.0 BB (2024-03-29) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-364-1848 |
| Address | 152 Bedford Road Katonah, NY 10536 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 53.2 | ||
| MSFT | 1,918,222.4 | 16.2 | |
| AAPL | 2,382,844.0 | 11.9 | |
| PG | 338,108.9 | 11.1 | |
| GOOGL | 1,475,138.5 | 8.3 | |
| JNJ | 465,600.2 | 7.2 | |
| CVX | 294,604.1 | 7.1 | |
| CEG | 18,974.7 | 6.4 | |
| XOM | 385,508.3 | 5.7 | |
| EPD | 54,009.8 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Pilotrock Concentrated Fund LP | [2012-03-30] | 18.3 | 5.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 11.8 |
| (b) Individuals (high net worth individuals) | 355 | 950.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 55.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 1,048.8 |
| By Discretionary | ||
| Discretionary | 390 | 486.2 |
| Non-Discretionary | 66 | 562.6 |
| Total | 456 | 1,048.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.6 | |
| United States Persons | 1,028.2 | |
| Total | 456 | 1,048.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Pilotrock Investment Partners GP LLC | 5 | ||
| Megan Garufi | 5 | ||
| Samantha Lam | 5 | ||
| Thomas Omalley Jr | 4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001455251] | |
| 3 | [0001455251] | |
| SC 13D | [0001455251] | |
| SC 13G | [0001455251] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hollow Brook Wealth Management LLC | Wireless Telecom Group Inc | [2016-01-19] |
| Hollow Brook Wealth Management LLC | Argan Inc | [2013-02-14] |
| Hollow Brook Wealth Management LLC | NTS Inc | [2013-02-14] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Richter Philip E | |
| Hollow Brook Wealth Management LLC | |
| Nordberg E Wayne | |
| Wireless Telecom Group Inc |
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