Global Strategic Nextgen Ocio

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$1.6B
99% of AUM
Avg account
$4M
Accounts
401
Employees
7
Advisory reps
6

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

FINTRX

Overview

Global Strategic Nextgen Ocio is an SEC‑registered independent registered investment adviser organized as an LLC and active since 2019. The firm is owned by an individual and describes itself as a capital allocator that serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third‑party advisers and managers. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor. It appears on Forbes’ 2024 list of Top RIA Firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, State & Local Bonds 5%, Exchange Traded Equities 4%, Private Funds 3%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • State & Local Bonds5%
  • Exchange Traded Equities4%
  • Private Funds3%
  • Cash & Cash Equivalents3%

Contacts

3 of 6
  • Donald Callaghan

    Donald Callaghan

    Managing PartnerCRD 38501

  • Matthew Underwood

    Matthew Underwood

    Head of Investment ResearchCRD 5907386

  • Curt Thompson

    Curt Thompson

    Managing PartnerCRD 2609785

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$1.2B in ETFs

Passive

78%

$928M

Active

19%

$259M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$110M1,136,6429.25%
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Location

Primary office

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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