IM Deals Blog

Emigrant Partners Acquires Minority Interest in Hollencrest

Written by itlist | Aug 17, 2020

On August 10, 2020, press reports disclosed that Seward & Kissel client, Emigrant Partners, LLC made a minority stake investment in Hollencrest Capital Management, LLC.

Pursuant to the terms of the transaction, Emigrant Partners, LLC (“Emigrant”) acquired a minority stake in Hollencrest Capital Management LLC (“Hollencrest”). Terms of the deal were not disclosed. A Seward & Kissel team led by partners Jim Abbott and James Cofer, counsel Robert Wood and associate Diane Lee represented Emigrant on the transaction.

Hollencrest, based in Newport Beach, California, is a wealth and investment management firm that provides services to high net worth and ultra-affluent individuals and families. It has approximately $1.7 billion in assets under management.

Emigrant is a New York based capital advisory services partner that specializes in non-voting, minority investments in wealth and asset managers. Emigrant is currently partnered with 18 firms with around $60 billion in aggregate assets under advisement and assets under management.

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