Single Family OfficeRIA · CRD 134076SEC-Registered

Updated:

Wilson Holding Company

Richard C. Wilson established Wilson Holding Company as the vehicle for managing family interests. The firm maintains headquarters in Kailua and operates...

Wilson Holding Company logo

Wilson Holding Company

Richard C. Wilson established Wilson Holding Company as the vehicle for managing family interests. The firm maintains headquarters in Kailua and operates additional presence in Brazil. Its holdings include physical bullion, residential real estate in Hawaii, and media assets tied to investor education. The firm deploys capital through direct co-investments, SPVs, fund-of-funds commitments, and real estate. Confirmed focuses span private equity, hedge funds, and philanthropic vehicles. Geographic reach covers North America, South America, Europe, Asia, and Africa. Operating businesses generate more than $10 million in annual revenue across training, conferences, and consumer products. Wilson Holding Company lists 125 transactions closed over twenty years with an aggregate value of $2.9 billion. The team includes family members and business partners such as Adriana Tassini and Ellie Hojabri. No dated operational events from the last twenty-four months appear in available records. The firm maintains the Family Office Club as an adjacent membership platform rather than a pure investment mandate. This creates a hybrid model that blends capital allocation with network-based revenue and deal sourcing.

General information

Firm type

Single Family Office

Year founded

1997

Location

Region

North America

Country

United States

City

Moraga

Corporate office

111 Hekili Street, Suite A-114, Kailua, HI 96734, United States

Additional offices

Brazil

Principals

Richard C. Wilson

Founder and CEO

Adriana Tassini

Vice President

Sector focus

ClimateTechFinTechHealthcare ServicesSupply Chain & LogisticsData Analytics

Frequently asked questions

Who runs investment decisions at Wilson Holding Company?

Richard C. Wilson serves as Founder and CEO. Adriana Tassini holds the role of Vice President and contributes to operational and partnership decisions.

Does Wilson Holding Company participate in fund commitments or only direct deals?

The firm uses both structures. It commits to funds and also executes direct co-investments and SPVs.

What investment stages does Wilson Holding Company typically target?

Activity centers on growth and startup stages according to internal records.

Where does Wilson Holding Company maintain offices?

Headquarters sit in Kailua, Hawaii. Operations extend to Brazil and Portland, Oregon.

How is Wilson Holding Company related to the Family Office Club?

Richard C. Wilson founded the club. Wilson Holding Company owns and operates the network alongside its investment activities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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