GSI Capital Advisors LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 135143
- 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%
Firm profile
FINTRXOverview
GSI Capital Advisors LLC is an institutional registered investment adviser serving primarily institutional clients. The firm is privately owned (structure reflects both a domestic entity and an individual owner) and charges percentage-of-AUM fees alongside performance-based fees. According to available disclosures, GSI Capital is not positioned as a capital allocator or pension consultant, does not describe itself as an ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Craig Leupold
Chief Executive OfficerCRD 2487095
Nicholas Tannura
Chief Investment OfficerCRD 2103134
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
Similar firms
Port Street Investments, LLC
RIANewport Beach, CA
Catalyst Wealth Advisors LLC
RIANewport Beach, CA
Boyer Financial Services, Inc.
RIANewport Beach, CA
Fell Capital Management
RIANewport Beach, CA
Medici Capital LLC
RIANewport Beach, CA
Sidoxia Capital Management, LLC
RIANewport Beach, CA