HILLCREST WEALTH ADVISORS - NY, LLC
SEC file number 801-71316
· HAZLET, NJ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$319M
Discretionary AUM
$319M
Employees
3
Clients
3
Firm
- Address
- 100 VILLAGE COURT
HAZLET, NJ 07730 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- GeoLiv Hillcrest Oaks LLC Low name-match confidence · CIK 2067610 · CA
- Hillcrest 100 LP Low name-match confidence · CIK 2131552 · TX
- Hillcrest Apts, LLC Low name-match confidence · CIK 2074842 · IA
- Hillcrest Energy Technologies Ltd. Low name-match confidence · CIK 1418149 · A1
- Hillcrest Investment Fund I, LLC Low name-match confidence · CIK 2054993 · OK
- Hillcrest Place LLC Low name-match confidence · CIK 2102773 · MN
- Hillcrest Private Credit LLC Low name-match confidence · CIK 2078378 · TX
- Hillcrest Series of Loan LLC Low name-match confidence · CIK 2139368 · NV
- Hillcrest Tower Buligo LP Low name-match confidence · CIK 2158753 · DE
- SANTIAGO HILLCREST LLC Low name-match confidence · CIK 2127768 · CA
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Hillcrest Tower Buligo LP · D · Oct 6, 2026
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Hillcrest Private Credit LLC · D/A · Jul 15, 2026
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Hillcrest 100 LP · D/A · Jul 6, 2026$20.8M
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Hillcrest Series of Loan LLC · D · Jun 15, 2026$580K
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Hillcrest 100 LP · D · Apr 30, 2026$20.8M
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SANTIAGO HILLCREST LLC · D · Apr 8, 2026$150K
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Hillcrest Place LLC · D · Jan 6, 2026$6M
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Hillcrest Private Credit LLC · D · Jul 24, 2025
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Hillcrest Apts, LLC · D · Jul 3, 2025$5M
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GeoLiv Hillcrest Oaks LLC · D · May 8, 2025$4.2M
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Hillcrest Energy Technologies Ltd. · D · Mar 7, 2025$8.5K
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Hillcrest Investment Fund I, LLC · D · Feb 11, 2025$10M