OCIO Intelligence
Global Strategic Nextgen OCIO logo

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

CompareWebsite

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.