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Gregory Pellizzon

Hollencrest Capital Management
46 Years of Experience
Newport Beach, CA
2 DisclosuresSells Insurance
View SEC Summary
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Gregory Pellizzon is a registered investment advisor at Hollencrest Capital Management, based in Newport Beach, CA, with 46 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 477 clients with $2.9B in assets under management.

Hollencrest Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
477 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$2.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $20.0M0.85%
$20M+0.75%

Cash management only accounts are charged a flat rate of 0.20% on all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2019
Final
Customer Dispute
January 1988
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is an LLC member of Double Eagle Partners, a hedge fund manager, and Hollencrest Insurance Services, where he is a vice-president involved in marketing and sales of life insurance. He also has several passive investments and board memberships, dedicating minimal time to each.

Employment History
Current Registrations
Hollencrest Capital Management
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Double Eagle Partners
April 2004 - June 2019 · 15 yrs 2 mos
Hollencrest Capital Management, LLCBroker
May 1999 - January 2018 · 18 yrs 8 mos
Prudential Securities IncorporatedBroker
August 1987 - April 1999 · 11 yrs 8 mos
Painewebber IncorporatedBroker
July 1980 - August 1987 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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