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Gregory Paul Pellizzon

Hollencrest Capital Management

Newport Beach, CA

CRD 712667

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Employer firm

Hollencrest Capital Management CRD 46217

$2.87B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

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

Current Employers
Hollencrest Capital Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1999-05-20
  • CA RA
    APPROVED
    Since 1999-05-20

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hollencrest Securities, Llc Newport Beach CA 04/1999 Present
Double Eagle Partners, Llc Newport Beach CA 10/2003 Present
  • 04/1999 → Present
    Hollencrest Securities, Llc
    Newport Beach, CA
  • 10/2003 → Present
    Double Eagle Partners, Llc
    Newport Beach, CA
Previous Registrations
  • 2004-04-01 → 2019-06-18
    Double Eagle Partners
    Newport Beach, CA
Other Businesses

(1) DOUBLE EAGLE PARTNERS, LLC 100 BAYVIEW CIRCLE, SUITE 500 NEWPORT BEACH, CALIFORNIA 92660 INVESTMENT-RELATED / IA - HEDGE FUND MGR TITLE: LLC MEMBER N/A EFFECTIVE: 10/2003 APPROXIMATE HOURS PER MONTH: 1-3 ZERO HOURS DURING TRADING HOURS DUTIES: G&A AND LLC MGMT (2) HOLLENCREST INSURANCE SERVICES, INC. 100 BAYVIEW CIRCLE, SUITE 500 NEWPORT BEACH, CALIFORNIA 92660 INVESTMENT-RELATED / LIFE INSURANCE TITLE: VICE-PRESIDENT EFFECTIVE: 03/2006 APPROXIMATE HOURS PER MONTH: 10 ZERO HOURS DURING TRADING HOURS DUTIES: MARKETING, PROSPECTING, SALES & ADMIN (3) F4F-SAN ANTONIO LLC 1920 MAIN STREET, SUITE 1090 IRIVNE, CALIFORNIA 92614 PASSIVE INVESTMENT ONLY - 07/2012 LLC MEMBER - NO COMPENSATION ZERO DUTIES DURING TRADING HOURS DUTIES: LLC MGMT - 1 HOUR/MONTH (4) TRIPLE G INSURANCE 3299 HORSELESS CARRIAGE DRIVE NORCO, CA 92860 BOARD MEMBER - NO COMPENSATION - 12/2013 ZERO DUTIES DURING TRADING HOURS DUTIES: MEETINGS - 1 HOUR/MONTH (5)SOVEREIGN - EMERLD CREST PARTNERS II LP 650 TOWN CENTER DRVIE, SUITE 1750 COSTA MESA, CA 92626 ADVISORY COMMITTE OVERVIEW - 6/2010 NO COMPENSATION, ZERO DUTIES DURING TRADING HOURS 4-5 HOURS PER QUARTER; RESIGNED APRIL 2016 (6) POWER PLAY PARTNERS LLC 100 BAYVIEW CIRCLE SUITE 500 NEWPORT BEACH, CALIFORNIA 92660 PASSIVE INVESTMENT ONLY - 08/2011 LLC MEMBER - NO COMPENSATION ZERO DUTIES DURING TRADING HOURS DUTIES: LLC MGMT - 1-3 HOUR/MONTH THIS WAS PENDING AS OF 1-5-16 AND SUBMITTED ON 1-19-16 (7) VIMTREK, LLC 17 EXECUTIVE PARKWAY SOUTH #650 ATLANTA, GA 30329 - PASSIVE INVESTMENT NO COMPENSATION, NO OFFICER, NO BOARD, JUST ADVICE; 1-2 HOURS PER WEEK.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-05-21
  • S63 Uniform Securities Agent State Law Examination
    1985-05-21

View on SEC IAPD

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