GSV Equity Holdings, LLC

RIASEC RegisteredEst. 2022
Total AUM
$4.6B
Discretionary
$1.2B
27% of AUM
Avg account
$286M
Accounts
16
Employees
44
Advisory reps
5

Firm details

Headquarters
Knoxville, Tennessee
CRD number
322865
Registered since
September 6, 2022
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GSV Equity Holdings, LLC is organized as a limited liability company and is registered with the SEC (registration year 2022). The firm operates as a private equity fund manager and provides portfolio management for pooled investment vehicles. It functions not only as an adviser but also takes sponsor/GP/managing-member roles for pooled vehicles, which means it structures funds and makes investment decisions on behalf of those vehicles. Its client base is institutional, fee arrangements are listed as “other,” and it does not identify as an active ESG investor. The firm is not characterized as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • Clinton Ward

    Clinton Ward

    Chief Compliance OfficerCRD 4190916

  • Ross Croley

    Ross Croley

    CEO and FounderCRD 7079555

Contacts

3 of 3
  • Lisa Stinnett

    Lisa Stinnett

    Managing Partner, FounderCRD 7079558

  • William Nix

    William Nix

    FounderCRD 1260017

  • Michael Casas

    Michael Casas

    Managing Director, General CounselCRD 5369804

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

Knoxville, TN

Knox

Location

Knoxville, TN

Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
Knox
Address
2035 Lakeside Centre Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth