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Pomona Wealth Management
Pascal Crépin and Rebecca Ellis established the firm in 2014. Their prior experience at Commerzbank and Rawlinson & Hunter shaped its focus on investment...
Pomona Wealth Management
Pascal Crépin and Rebecca Ellis established the firm in 2014. Their prior experience at Commerzbank and Rawlinson & Hunter shaped its focus on investment management and succession planning for private clients. The firm allocates across direct co-investments, SPVs, hedge funds and private equity. It maintains exposure to UK residential property and alternative strategies. Geographic reach centers on North America with additional cross-border advisory for European clients. Confirmed positions include structures tied to its alternative investment strategy. The US RIA arm in Richland, Washington holds approximately $105 million in assets. Rebecca Ellis participates in the PCD Club network. No additional offices or philanthropic vehicles appear in public records. The firm separates its Geneva-linked advisory practice from the Washington RIA entity, creating distinct regulatory and tax frameworks for its client base.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tri-Cities
Corporate office
Tri-Cities, United States
Principals
Pascal Crépin
Co-Founder, Managing Partner, and Chief Investment Officer
Rebecca Ellis
Co-Founder and Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Pomona Wealth Management?
Pascal Crépin serves as Co-Founder, Managing Partner and Chief Investment Officer. Rebecca Ellis acts as Co-Founder and Partner with focus on tax and succession matters.
How is Pomona Wealth Management structured relative to its US RIA arm?
The firm maintains a Geneva advisory practice alongside the separately registered Pomona Wealth Management, LLC in Richland, Washington.
What asset classes does Pomona Wealth Management deploy into?
The firm uses direct co-investments, SPVs, hedge funds and private equity. It also holds a UK residential property portfolio.
Where does the underlying wealth origin for the founders trace to?
The founders built their experience through careers in Swiss asset management and banking before launching the firm.
Does Pomona Wealth Management participate in professional networks?
Rebecca Ellis is a listed member of the PCD Club for private client advisors.
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