GSI Funds LLC

RIASEC Registered
Total AUM
$49.5M
Discretionary
$49.5M
100% of AUM
Avg account
$49.5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Hunt Valley, Maryland
CRD number
147845
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

GSI Funds LLC is a limited liability company operating as an institutional registered investment adviser. The firm serves institutional clients and charges both asset-based fees and performance-based fees. Its regulatory and operating footprint includes commodity and futures activity: GSI Funds is active as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a futures commission merchant (FCM), which indicates direct engagement with futures and similar derivative instruments rather than a purely long-only equity or bond mandate. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • David Greenberg

    PartnerCRD 5566192

  • Todd Snyder

    PartnerCRD 2626440

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
303 International Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth