Our Story
About Hedge Crest Holdings
A legacy of trust, innovation, and financial excellence since 2009.
Who We Are
Redefining Financial Excellence for Discerning Clients
Hedge Crest Holdings was founded on a simple but powerful premise: that every client deserves institutional-grade financial expertise delivered with a deeply personal touch. Since our establishment in 2009, we have grown from a boutique advisory to a respected multi-strategy wealth management firm with a presence on three continents.
Our founders, veterans of the world's most prestigious financial institutions, built Hedge Crest to fill a gap in the market: a firm that combines the sophistication of a global investment bank with the responsiveness and personalization of an independent boutique.
Today, we serve over 500 clients, from executives and entrepreneurs to family offices and institutional investors — each benefiting from bespoke strategies crafted by our team of seasoned professionals.
2009
Years Established
Our Mission
Delivering Strategic Financial Solutions
To deliver institutional-quality financial solutions tailored to each client's unique circumstances, objectives, and values with unwavering integrity, depth of expertise, and a commitment to long-term relationships.
Our Vision
A Globally Trusted Advisory Firm
To be recognized as the world's most trusted independent financial advisory firm, one where clients entrust not just their assets, but their legacies, to a team that treats every portfolio as if it were their own.
What We Stand For
Core Values
Integrity
We uphold the highest ethical standards in every interaction, decision, and recommendation we make.
Excellence
We pursue excellence relentlessly — in our research, our strategies, and our client service.
Innovation
We embrace emerging technologies and evolving strategies to stay ahead in dynamic markets.
Trust
Built on decades of reliable performance and transparent communication with every client.
Client Commitment
Our clients' success is our success. We align our interests wholly with yours.
Transparency
Clear, honest communication on fees, risks, and performance — always.
Our Journey
Company Timeline
2009
Founded
Hedge Crest Holdings established in New York by a team of seasoned Goldman Sachs and Morgan Stanley alumni.
2012
First $50M AUM
Reached our first major milestone, serving 50 high-net-worth clients across the East Coast.
2015
International Expansion
Opened offices in London and Singapore, providing truly global investment access.
2018
Alternative Assets Division
Launched our private equity and alternative investment platform for qualified investors.
2021
$200M AUM Milestone
Surpassed $200 million in assets under management with 400+ satisfied clients.
2024
Award Recognition
Named "Best Boutique Wealth Manager" by Institutional Investor Magazine for the third consecutive year.
2026
$250M+ AUM
Continuing our growth trajectory with expanded services and a global client base.
A premier financial advisory firm dedicated to delivering strategic wealth management solutions for discerning clients worldwide.
Contact
1624 Prospect Street, Grabill. Indiana. United States. 46741
info@hedge-crest-holdings.com
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