GSV EQUITY HOLDINGS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$4.6B
Discretionary
$1.2B
26% of AUM
Avg account
$305M
Accounts
15
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 a privately organized investment manager formed as a limited liability company and registered with the SEC in 2022. The firm operates as a private equity-focused adviser serving institutional clients and provides portfolio management for pooled investment vehicles. It also functions in sponsor and general partner roles, acting as managing member of pooled funds it oversees. GSV does not present itself as an ESG-active investor, and its fee structure is categorized outside standard hourly/asset-based descriptions.

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
  • ROSS CROLEY

    CEO and FounderCRD 7079555

  • CLINTON WARD

    Chief Compliance OfficerCRD 4190916

Contacts

3 of 3
  • MICHAEL CASAS

    Managing Director, General CounselCRD 5369804

  • LISA STINNETT

    Managing Partner, FounderCRD 7079558

  • WILLIAM NIX

    FounderCRD 1260017

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