1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GSI CAPITAL ADVISORS LLC

Map pinNEWPORT BEACH, CA
Phone833-734-8474
NotebookSEC #801-66702
Total AUM
$182.4M
Employees
4
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 CORPORATE PLAZA
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
7:00AM - 5:00PM
Monday - Friday
Phone
833-734-8474
Other Offices
1

ReceiptFinancials

Total AUM
$182.4M
Accounts
3
Discretionary
$182.4M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
1
AUM
$45M
Pension/Profit Sharing Plan Clients
1
AUM
$38.7M
Charitable Organization Clients
1
AUM
$98.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account