GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
Legal name: GLOBAL STRATEGIC NEXTGEN OCIO
CRD #175300 SEC #801-114835 SCOTTSDALE, AZ 480-935-2210
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
7
Clients
--
Accounts
395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.4B | $1.4B | $17.4M | 7 | 0 |
| Jul 2025 | $1.4B | $1.4B | $17.4M | 6 | 0 |
| Apr 2025 | $1.4B | $1.4B | $17.4M | 6 | 0 |
| Mar 2025 | $1.4B | $1.4B | $17.4M | 6 | 0 |
| Mar 2025 | $1.4B | $1.3B | $17.3M | 6 | 0 |
| Nov 2024 | $1.4B | $1.3B | $17.3M | 5 | 0 |
| May 2024 | $1.4B | $1.3B | $17.3M | 5 | 0 |
| Mar 2024 | $1.4B | $1.3B | $17.3M | 5 | 0 |
| Oct 2023 | $1.2B | $1.1B | $14.8M | 5 | 0 |
| Apr 2023 | $1.2B | $1.1B | $14.8M | 5 | 0 |
| Mar 2023 | $1.2B | $1.2B | $14M | 5 | 0 |
| Feb 2022 | $1.1B | $1.1B | $24M | 5 | 0 |
| Dec 2021 | $710M | $670M | $40M | 5 | 0 |
| Apr 2021 | $710M | $670M | $40M | 5 | 0 |
| Mar 2021 | $710M | $670M | $40M | 5 | 0 |
| Nov 2020 | $490.7M | $479.6M | $11.1M | 5 | 0 |
| Sep 2020 | $490.7M | $479.6M | $11.1M | 4 | 0 |
| May 2020 | $490.7M | $479.6M | $11.1M | 4 | 0 |
| Mar 2020 | $490.7M | $479.6M | $11.1M | 4 | 0 |
| Sep 2019 | $274.9M | $274.9M | $0 | 4 | 0 |
| May 2019 | $274.9M | $274.9M | $0 | 4 | 0 |
| Apr 2019 | $274.9M | $274.9M | $0 | 3 | 0 |
| Mar 2019 | $274.9M | $274.9M | $0 | 3 | 0 |
| Feb 2019 | $274.9M | $274.9M | $0 | 3 | 0 |
DateOct 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$17.4M
Employees7
Clients0
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$17.4M
Employees6
Clients0
DateApr 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$17.4M
Employees6
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$17.4M
Employees6
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17.3M
Employees6
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17.3M
Employees5
Clients0
DateMay 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17.3M
Employees5
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17.3M
Employees5
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$14.8M
Employees5
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$14.8M
Employees5
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14M
Employees5
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24M
Employees5
Clients0
DateDec 2021
Total AUM$710M
Discretionary$670M
Non-Disc.$40M
Employees5
Clients0
DateApr 2021
Total AUM$710M
Discretionary$670M
Non-Disc.$40M
Employees5
Clients0
DateMar 2021
Total AUM$710M
Discretionary$670M
Non-Disc.$40M
Employees5
Clients0
DateNov 2020
Total AUM$490.7M
Discretionary$479.6M
Non-Disc.$11.1M
Employees5
Clients0
DateSep 2020
Total AUM$490.7M
Discretionary$479.6M
Non-Disc.$11.1M
Employees4
Clients0
DateMay 2020
Total AUM$490.7M
Discretionary$479.6M
Non-Disc.$11.1M
Employees4
Clients0
DateMar 2020
Total AUM$490.7M
Discretionary$479.6M
Non-Disc.$11.1M
Employees4
Clients0
DateSep 2019
Total AUM$274.9M
Discretionary$274.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$274.9M
Discretionary$274.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$274.9M
Discretionary$274.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$274.9M
Discretionary$274.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$274.9M
Discretionary$274.9M
Non-Disc.$0
Employees3
Clients0