Investment adviser · CRD 175300
GLOBAL STRATEGIC NEXTGEN OCIO
Investment adviser filing (IA)
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
SCOTTSDALE, AZ, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $1.61B Form ADV · Item 5.F
- Client accounts
- 401 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $1,174,284,118 | 73.0% |
| Charities | 15 | $426,541,114 | 26.5% |
| Individuals | 22 | $8,661,632 | 0.5% |
Filing source
Form ADV 2131833 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165SCOTTSDALE, AZ, 85258, United States
CRD 175300
Filing source
Form ADV 2131833 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.