GSI Capital Advisors LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 135143
- Registered since
- June 2, 2006
- Website
- www.gsicap.com
- Custodians
- THE BANK OF NEW YORK MELLON, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations54.1%
- Investment Companies24.67%
- Pension & Profit Sharing Plans21.23%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GSI Capital Advisors LLC is an SEC-registered institutional RIA organized as an LLC and active since 2006. The firm serves institutional clients — primarily investment companies and businesses or other institutions — and is owned by a combination of a domestic entity and an individual. Its fee arrangements include both percentage-of-AUM billing and performance-based fees. GSI does not identify as an ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Nicholas Tannura
Chief Investment OfficerCRD 2103134
Craig Leupold
Chief Executive OfficerCRD 2487095
Contacts
1 of 1Julia Pence
Portfolio ManagerCRD 5903146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 23 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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