Global Strategic Nextgen Ocio
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 175300
- Registered since
- March 15, 2019
- Website
- www.gsisus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.96%
- Charitable Organizations26.5%
- Individuals0.54%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Global Strategic Nextgen Ocio is an independent, SEC-registered investment adviser that began operations in 2019 and operates as a limited liability company owned by an individual. The firm serves both high-net-worth individuals and institutional clients, charging fees based on a percentage of assets under management. Its core advisory work centers on portfolio management for individuals and small businesses and on selecting third-party managers when appropriate. The firm identifies itself as a capital allocator rather than a pure in-house manager, and it does not position itself as an active ESG investor. Forbes included the firm on a Top RIA Firms list in 2024.
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
- Public Funds/Mutual Funds84%
- State & Local Bonds5%
- Exchange Traded Equities4%
- Private Funds3%
- Cash & Cash Equivalents3%
Contacts
3 of 6
Curt Thompson
Managing PartnerCRD 2609785
Donald Callaghan
Managing PartnerCRD 38501
Tyson Keene
Investment Adviser RepresentativeCRD 7898209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$1.2B in ETFs
78%
$928M
19%
$259M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $110M | 1,136,642 | 9.25% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7337 E Doubletree Ranch Rd
- Time zone
- MT (UTC-7)
- Office locations
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