GSI CAPITAL ADVISORS LLC

NEWPORT BEACH, California·5 registered advisors·CRD# 135143
SEC# 801-667021833-734-8474
01

Firm Overview

AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at GSI CAPITAL ADVISORS LLC

5 registered advisors
Craig Arthur Leupold
NEWPORT BEACH, California
Julia Spiker Pence
NEWPORT BEACH, California
Nicholas Donald Tannura
NEWPORT BEACH, California
Nicole Anne Joseph
NEWPORT BEACH, California
Scott Warner Griswold
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GSI CAPITAL ADVISORS LLC (CRD# 135143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.