Hollow Brook Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Hollow Brook Wealth Management LLC
CRD #145521
SEC #801-68599
CIK #0001455251
AUM 1,367.1 M (2026-03-30)
Employees 18 (22% Investors, 0% Brokers)
Phone212-364-1848
Address152 Bedford Road
Katonah, NY 10536
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
17001360102068034002005201220192027
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 113.1
Dorchester Minerals LP 21.8
Microsoft Corp 11.2
Alphabet Inc 9.9
Procter & Gamble Co 9.6
Johnson & Johnson 9.3
Apple Inc 9.1
Constellation Energy Corp 7.8
Chevron Corp 7.8
American Electric Power Co Inc 7.3
View All
Holdings by Sector ($M)
4503602701809002011201620212027
Type Form D Funds Date Sold AUM
HF Pilotrock Concentrated Fund LP [2012-03-30] 18.3 M 5.8 M
Filed 2011-03-10 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 90 19.0
(b) Individuals (high net worth individuals) 459 1,260.8
(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 24 35.5
(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 30 51.8
(n) Other 0 0.0
Total 603 1,367.1
By Discretionary
Discretionary 541 832.5
Non-Discretionary 62 534.6
Total 603 1,367.1
By Non-United States Persons
Non-United States Persons 27.9
United States Persons 1,339.2
Total 603 1,367.1
Form D Directors Role # Filings # Firms 2011 - 2026
Megan Garufi Executive Officer 5 2
Samantha Lam Executive Officer 5 2
Pilotrock Investment Partners GP LLC Executive Officer 5 2
Thomas O'Malley Jr Executive Officer 4 2
EDGAR Form CIK 2011 - 2026
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]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
Clients1 (1 non-US)
ServesInstitutional, Retail, Research
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Wireless Telecom Group Inc
Hollow Brook Wealth Management LLC
Nordberg E Wayne
Richter Philip E
Comparable Firms State AUM
Conway Investment Research LLC
MO 1,670.2 M
Deschutes Portfolio Strategy LLC
OR 1,626.6 M
Ballew Advisors Inc
MS 1,296.1 M
The Leuthold Group LLC
MN 1,169.0 M
Fortis Capital Management LLC
WA 1,161.5 M
Generation Capital Management LLC
NY 1,153.9 M
Elgethun Capital Management
SD 1,139.9 M
Toews Corporation
NJ 1,037.5 M
Vectors Research Management LLC
NY 1,009.0 M
Ashford Capital Management Inc
DE 965.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com