Craig Leupold, financial advisor Newport Beach CA

Craig Leupold

CRD Number: 2487095
Current Firm: Gsi Capital Advisors LLC

Craig Leupold (CRD# 2487095) is an Investment Advisor Representative working at Gsi Capital Advisors LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Gsi Capital Advisors Llc (fka Green Street Investors) Newport Beach, Ca, CA Oct 2020 - Current 3
Green Street Investors Newport Beach, CA Mar 2008 - Sep 2020 12
Green Street Advisors, LLC Newport Beach, CA Dec 2014 - Feb 2020 5
Green Street Trading (fka "green Street Advisors") Newport Beach, CA Jan 1995 - Sep 2019 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Craig A. Leupold
Phone Number: 833-734-8474
Firm Website: https://www.gsicap.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $42,517,219
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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