GSR CAPITAL MANAGEMENT, INC.

Overview

GSR Capital Management, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and pension consulting services. The firm also operates as an insurance broker, which informs its use of insurance products—most notably annuities—within client programs. GSR structures client relationships around fee-based models (percentage of AUM, hourly and fixed fees) and manages portfolios on a discretionary basis across its client base. Investment activity is centered on publicly available pooled vehicles rather than concentrated single-stock bets. The firm’s advisory scope includes small business and institutional portfolios in addition to personal wealth, and its practice emphasizes using mutual funds and other public fund structures as the primary building blocks for asset allocation and model portfolios. GSR does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices