GSI CAPITAL ADVISORS LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 135143
- Registered since
- June 2, 2006
- Website
- www.gsicap.com
- Custodians
- THE BANK OF NEW YORK MELLON, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations54.1%
- Investment Companies24.67%
- Pension & Profit Sharing Plans21.23%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GSI Capital Advisors LLC is a Delaware-style limited liability company that has been SEC-registered since 2006 and serves institutional clients. Its advisory work centers on discretionary portfolio management for investment companies and for businesses or other institutions. The firm charges both a percentage-of-assets fee and performance-based fees. It reports no active ESG program, does not describe itself as a multi-state adviser, and is not categorized as a capital allocator. Investment activity tilts toward publicly traded equities and exchange-traded vehicles, with a portfolio-management approach applied to institutional mandates rather than retail households. The firm also sources external managers for real estate-related strategies and REIT exposure as a complement to its equity allocations.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2CRAIG LEUPOLD
Chief Executive OfficerCRD 2487095
NICHOLAS TANNURA
Chief Investment OfficerCRD 2103134
Contacts
1 of 1JULIA PENCE
Portfolio ManagerCRD 5903146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 23 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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