GSV ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2010
Total AUM
$143M
Discretionary
$6.9M
5% of AUM
Avg account
$20.5M
Accounts
7
Employees
3
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
154664
Registered since
August 24, 2010
Website
gsvam.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GSV Asset Management, LLC is an SEC-registered limited liability company that operates as a venture capital–oriented adviser to institutional clients. Registered in 2010, the firm primarily provides portfolio management for pooled investment vehicles and functions as a sponsor, general partner and managing member of those vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with typical VC fund economics. The firm reports that it is not an active ESG investor, is not structured as a multi-state adviser, and does not identify as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM VASTARDIS

    Chief Compliance Officer And Chief Financial OfficerCRD 1567393

Contacts

2 of 2
  • MICHAEL MOE

    FounderCRD 1773829

  • LJUBEN PAMPOULOV BOJIDAROV

    Co-Founder & PartnerCRD 5188892

Wealth teams

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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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1412 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth