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 LLC that registered with the SEC in 2019 and operates as a capital allocator to both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses while also acting as a selector of other advisers and external managers. It is not an active ESG investor according to available disclosures. Ownership is listed as individual and the firm appears to run a concentrated advisory model rather than a broad pension or consultant practice. The firm was recognized on Forbes' list of Top RIA Firms 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 6CURT 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 102Active vs passive
$1.1B in ETFs
79%
$848M
19%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $103M | 1,139,343 | 9.54% |
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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