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Global Strategic Nextgen OCIO

Alpha Nasdaq OCIO Indices - Contributor

SCOTTSDALE, AZ

Form ADV and provider website profile · CRD 175300 · regulatory data as of Aug 13, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Global Strategic Nextgen OCIO. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
401Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$1.6BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$21MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameGLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

CRD number175300

Firm foundedNot reported

SEC registration dateMar 15, 2019

Employees7

Advisory professionals5

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165, SCOTTSDALE, AZ, 85258

480-935-2210

https://www.gsisus.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$1.6B

As of Aug 13, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth73.0%$1.2B
Charities26.5%$427M
Individuals0.5%$9M

Percentages and AUM are shown from the same reported Form ADV client-type records.