Hollow Brook Wealth Management

Hollow Brook Wealth Management

Hollow Brook Wealth Management was established in 2007 by Alan Lee Bazaar and Philip Richter. The firm provides asset allocation, portfolio construction and estate planning services to affluent families, foundations and endowments. It maintains headquarters at 152 Bedford Road in Katonah, New York. The firm deploys capital across public equities, commodities, life settlements and special situations. Confirmed holdings include GLDM gold ETF, BRK.B, DMLP royalty units, MSFT, JNJ, AAPL, AMZN and NVDA. Past private positions encompassed Wireless Telecom Group and NTS. The geographic focus centers on North America with additional exposure to global commodity markets. Investments occur through direct holdings and structured vehicles rather than broad fund commitments. The firm reports an estimated 1.2 billion dollars under management. It employs internal investment and planning professionals and retains Pershing, Fidelity and Charles Schwab as custodians. Accounting services are provided by PKF O'Connor Davies since 2023. Philip Richter serves as Treasurer and Trustee of the United States Equestrian Team Foundation. The firm participated in the Milken Institute Global Conference in May 2025. Hollow Brook maintains a hybrid structure that integrates tax, accounting and concierge services alongside investment management. This setup allows direct oversight of both liquid public positions and illiquid private assets for its client families without reliance on external fund sponsors for core allocation decisions.