Global Strategic Nextgen OCIO
Alpha Nasdaq OCIO Indices - ContributorSCOTTSDALE, AZ
Form ADV and provider website profile · CRD 175300 · regulatory data as of Aug 13, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 03/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- 50% but less than 75%
- Reported since
- 12/2019
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Donald Edward Callaghan | Managing Partner | 03/2015 | Individual | Yes | 25% but less than 50% |
| Curt Randall Thompson | Managing Partner | 01/2018 | Individual | Yes | 50% but less than 75% |
| Hana Callaghan | Hr Consultant | 12/2019 | Individual | No | 5% but less than 10% |
| Nicholas Guido Botticelli | Chief Investment Strategist | 09/2020 | Individual | Yes | Less than 5% |
| Matthew Keith Underwood | Chief Compliance Officer | 01/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVDE
Donald Edward Callaghan
Managing Partner
CR
Curt Randall Thompson
Managing Partner
NG
Nicholas Guido Botticelli
Chief Investment Strategist
MK
Matthew Keith Underwood
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives5
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateMar 15, 2019
CRD number175300