Investment adviser · CRD 145521

HOLLOW BROOK WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

KATONAH, NY, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.37B
Client accounts: 603
Employees: 18
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	459	$1,260,825,962	92.2%
Corporations & businesses	30	$51,832,304	3.8%
Charities	24	$35,451,584	2.6%
Individuals	90	$19,020,037	1.4%

Filing source

Form ADV 2067288 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PILOTROCK CONCENTRATED FUND, LPHedge Fund · Last reported Mar 30, 2012$5.76MGross asset value

Form D fundraising filings

PilotRock Concentrated Fund LP

Fund administrator MORGAN STANLEY FUND SERVICE USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD HAMILTON, Bermuda

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-8278920902
Reported beneficial owners: 7
Minimum commitment: $1M
Form D file number: 021-108838

Form ADV 620057 · Mar 30, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

152 BEDFORD ROAD
KATONAH, NY, 10536, United States

CRD 145521

Filing source

Form ADV 2067288 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.