GSI FUNDS LLC

RIASEC Registered
Total AUM
$49.5M
Discretionary
$49.5M
100% of AUM
Avg account
$49.5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
HUNT VALLEY, Maryland
CRD number
147845
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

GSI Funds LLC is a limited liability company that serves institutional clients and operates in futures and commodity markets. The firm functions as a commodity pool operator/commodity trading advisor and is also registered as a futures commission merchant, indicating an operational focus on managed futures and related execution/clearing activities. Its revenue model combines a percentage-of-assets fee with performance-based compensation. The firm is not positioned as an ESG investor, does not operate as a multi-state adviser, and is listed as neither a capital allocator nor a pension consultant.

Assets & Accounts

Investments & Alternatives

Private Funds

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

Contacts

2 of 2
  • DAVID GREENBERG

    PartnerCRD 5566192

  • TODD SNYDER

    PartnerCRD 2626440

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
303 International Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth