GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
DBA: GLOBAL STRATEGIC NEXTGEN OCIO
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.61B |
| Discretionary | $1.59B99% of AUM |
| Non-Discretionary | $21.2M |
| Client Accounts | 401 |
| Avg Account Size | $4.0M |
| Employees | 7 |
| Peak AUM | $1.61BJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +11.1% | +11.6% | +17.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.61B |
| Discretionary | $1.59B |
| Employees | 7 |
| Client Accounts | 401 |
Contact & Location
Address
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165
SCOTTSDALE AZ 85258
Phone
480-935-2210
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.6B
98.7% of AUM
Non-Discretionary
$21M
1.3% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported