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GLOBAL STRATEGIC NEXTGEN OCIO
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300 · SEC 801-114835
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165, SCOTTSDALE, AZ, 85258, United States
Phone
480-935-2210
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.61B
Discretionary AUM
$1.59B
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $8.7M |
| High net worth individuals | 92 | $1.17B |
| Charitable organizations | 15 | $426.5M |
States served
AZ, CA, NY, NC, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD