Gsi Capital Advisors LLC

Gsi Capital Advisors LLC (CRD# 135143) is a financial advisory firm headquartered in Newport Beach, CA. They manage $170,068,874 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660
https://www.gsicap.com/
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gsi Capital Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig Leupold, financial advisor Newport Beach CA
Craig A. Leupold
CRD#: 2487095
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660

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.

2
Julia Pence, financial advisor Newport Beach CA
Julia S. Pence
CRD#: 5903146
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Julia Pence (CRD# 5903146) is an Investment Advisor Representative working at Gsi Capital Advisors LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

3
Nicholas Tannura, financial advisor Newport Beach CA
Nicholas D. Tannura
CRD#: 2103134
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Nicholas Tannura (CRD# 2103134) is an Investment Advisor Representative working at Gsi Capital Advisors LLC in Newport Beach, CA and has over 33 years of experience in the finance industry.

4
Lujie Zhang, financial advisor Maimi FL
Lujie Zhang
CRD#: 6222047
Maimi, FL

Lujie Zhang (CRD# 6222047) is an Investment Advisor Representative working at Gsi Capital Advisors LLC in Maimi, FL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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