HoyleCohen Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 61


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 3

HoyleCohen General Information


Provider of wealth management and estate planning services intended to help high-net-worth individuals and families manage their wealth. The company offers financial, investment advisory, retirement, risk management and legacy planning services for its clients, thereby enabling clients to make smart investment decisions that guide them toward achieving their goals while sustaining their wealth across generations.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Corporate Office
  • 350 Camino de la Reina
  • Suite 500
  • San Diego, CA 92108
  • United States
+1 (858) 000-0000

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HoyleCohen Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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HoyleCohen Comparisons

HQ Location
Total Raised
Post Valuation
Provider of wealth management and estate planning services intended to help high-net-worth individuals and families mana
Asset Management
San Diego, CA
61 As of 2024

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Los Angeles, CA
00 As of 0000
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Westlake Village, CA
00 As of 0000
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HoyleCohen Competitors (21)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Bel Air Investment Advisors Corporate Backed or Acquired Los Angeles, CA 00 000000&0
One Capital Management Corporate Backed or Acquired Westlake Village, CA 00 000000&0
Evermay Wealth Management Corporation Arlington, VA 00
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00 00.000
Empyrion Wealth Management Private Equity-Backed Roseville, CA 0 000000000000
You’re viewing 5 of 21 competitors. Get the full list »

HoyleCohen Executive Team (13)

Name Title Board Seat Contact Info
Mark Delfino Owner, Managing Director, Chief Executive Officer & Senior Managing Partner
Bruce Berti Chief Financial Officer & Partner
Heather England JD Chief Compliance Officer, Chief Operating Officer & Partner
Troy Waters Director of Business Operations and Engineer & Managing Partner
Vanessa Wieliczko Chief Investment Officer & Partner
You’re viewing 5 of 13 executive team members. Get the full list »

HoyleCohen Board Members (1)

Name Representing Role Since
000000 00000 HoyleCohen Portfolio Manager, Chairman of Alternatives Subcommittee & Member of the Investment Committee and Diversity & Inclusion Committee 000 0000
To view HoyleCohen’s complete board members history, request access »

HoyleCohen Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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HoyleCohen Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Davis & Seiley Wealth Management 03-Jan-2023 0000000000 Asset Management 0000 0000
Stellar Capital Management 01-Sep-2020 0000000000 Asset Management 0000 0000
Libbie Agran Financial Services & Seminars 19-Jun-2017 Merger/Acquisition Asset Management 0000 0000
To view HoyleCohen’s complete acquisitions history, request access »

HoyleCohen FAQs

  • When was HoyleCohen founded?

    HoyleCohen was founded in 2001.

  • Who is the founder of HoyleCohen?

    Kevin Hoyle and Joseph Cohen are the founders of HoyleCohen.

  • Who is the CEO of HoyleCohen?

    Mark Delfino is the CEO of HoyleCohen.

  • Where is HoyleCohen headquartered?

    HoyleCohen is headquartered in San Diego, CA.

  • What is the size of HoyleCohen?

    HoyleCohen has 61 total employees.

  • What industry is HoyleCohen in?

    HoyleCohen’s primary industry is Asset Management.

  • Is HoyleCohen a private or public company?

    HoyleCohen is a Private company.

  • What is HoyleCohen’s current revenue?

    The current revenue for HoyleCohen is 000000.

  • Who are HoyleCohen’s competitors?

    Bel Air Investment Advisors, One Capital Management, Evermay Wealth Management, Creative Planning, and Empyrion Wealth Management are some of the 21 competitors of HoyleCohen.

  • When was HoyleCohen acquired?

    HoyleCohen was acquired on 14-Jun-2006.

  • Who acquired HoyleCohen?

    HoyleCohen was acquired by Focus Financial Partners.

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