GSV EQUITY HOLDINGS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.57B |
| Discretionary | $1.20B26% of AUM |
| Non-Discretionary | $3.38B |
| Client Accounts | 15 |
| Avg Account Size | $304.9M |
| Employees | 44 |
| Peak AUM | $5.91BMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.6B | 22.7% | +84.7% | +68.6% | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $4.57B |
| Discretionary | $1.20B |
| Employees | 44 |
| Client Accounts | 15 |
Contact & Location
Address
2035 LAKESIDE CENTRE WAY, SUITE 200
KNOXVILLE TN 37922
Phone
888-534-4891
Filing History
15 ADV Part 1 submissions
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
26.2% of AUM
Non-Discretionary
$3.4B
73.8% of AUM
Disc. mix ▲ 7.1pp 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
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm