GSV Equity Holdings, LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 322865
- Registered since
- September 6, 2022
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
GSV Equity Holdings, LLC is organized as a limited liability company and is registered with the SEC (registration year 2022). The firm operates as a private equity fund manager and provides portfolio management for pooled investment vehicles. It functions not only as an adviser but also takes sponsor/GP/managing-member roles for pooled vehicles, which means it structures funds and makes investment decisions on behalf of those vehicles. Its client base is institutional, fee arrangements are listed as “other,” and it does not identify as an active ESG investor. The firm is not characterized as a multi-state adviser or a pension consultant.
Assets & Accounts
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
Owners & executives
2 of 2
Clinton Ward
Chief Compliance OfficerCRD 4190916

Ross Croley
CEO and FounderCRD 7079555
Contacts
3 of 3
Lisa Stinnett
Managing Partner, FounderCRD 7079558

William Nix
FounderCRD 1260017

Michael Casas
Managing Director, General CounselCRD 5369804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 2035 Lakeside Centre Way
- Time zone
- CT (UTC-6)
- Office locations
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