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 a limited liability company that has been SEC-registered since 2010 and operates with a venture-capital orientation. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also functions as sponsor, general partner and managing member of those vehicles rather than acting strictly as a passive allocator. Compensation includes both a percentage-of-assets charge and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • William Vastardis

    William Vastardis

    Chief Compliance Officer And Chief Financial OfficerCRD 1567393

Contacts

2 of 2
  • Michael Moe

    Michael Moe

    FounderCRD 1773829

  • Ljuben Pampoulov Bojidarov

    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