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 registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm bills clients on a percentage-of-assets basis and identifies itself as a capital allocator that both directly manages portfolios and hires outside managers. Client types include individuals and families as well as institutional accounts. Its advisory services emphasize portfolio management for individuals and small businesses and the selection of third‑party advisers. The firm does not position itself as an active ESG investor. The firm earned placement on Forbes’ 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 4
Matthew Underwood
Head of Investment ResearchCRD 5907386
Curt Thompson
Managing PartnerCRD 2609785
Nicholas Botticelli
Investment Adviser RepresentativeCRD 6336807
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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