Peter Stuart Gellman

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → Present
  Palmerston Group Advisors L.L.C.
  Highland Park, NJ
• 01/2024 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2004-10-15 → 2025-03-21
  Palmerston Group Advisors, L.L.C.
  Highland Park, NJ

Other Businesses

1. Palmerston Group, L.P., investment-related, same address as branch, private fund, Peter Gellman is a managing member of the General Partner, Palmerston Capital Management, of which Palmerston Group Advisors, LLC is an affiliate. 2. PETER GELLMAN ALSO IS MANAGING MEMBER OF PALMERSTON GROUP INDEMNITY SOLUTIONS, L.L.C. WHICH PROVIDES INSURANCE SERVICES AND OF WHICH PALMERSTON GROUP ADVISORS, L.L.C. IS AN AFFILIATE. 3. RZF Strategies L.L.C., non-investment related, same address as branch, start 02/2016, consulting firm directed towards corporate customers, owner and consultant, currently inactive (zero hours per month). 4. First Financial Resources, investment-related, 100 Spectrum Center Dr., Ste 400 Irvine, CA 92618, insurance distribution group, passive owner, zero hours per month. 5. Fixed Insurance sales, investment-related, same address as branch, sales of fixed insurance products through various carriers, salesperson, 10 hours per month during trading hours. 6. Palmerston Group Advisors, LLC, investment related, same address as branch, investment advisory firm, owner and advisor. 7. University Hill III LLC/College Place, investment related, PO Box 9670 Denver CO 80209, passive real estate investment, limited partner, start date: 01/2025, less than 1 hour per month during trading hours. 8. University Hill II LLC/1037 12th St, investment related, PO Box 9670 Denver CO 80209, passive real estate investment, limited partner, start date: 01/2025, less than 1 hour per month during trading hours.