Gs Investment Strategies, LLC
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Overview
Gs Investment Strategies, LLC operates as a financial advisor company based in New York, New York. Gs Investment Strategies, LLC handles $3.9 billion in assets over 27 customer accounts, making it one of the biggest firms in the nation by assets under management (AUM). The firm has a small team, including 1 financial advisor. Gs Investment Strategies, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and equities.
Gs Investment Strategies, LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring client approval. The advisory firm supervises an average of $144.5 million for each account. The average advisor at Gs Investment Strategies, LLC manages about 27 client accounts, making it about average in terms of personalization.
The company's central office is located at 200 West Street, New York, New York 10282.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gs Investment Strategies, LLC by the Numbers

$3.9 billion

1

27

$144.5 million
Products and Services
Gs Investment Strategies, LLC offers a number of services, which can include portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. However, Gs Investment Strategies, LLC did not provide any of its clients with financial planning services in the prior fiscal year. The firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients. Gs Investment Strategies, LLC is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on the type of financial services provided. Fees billed by the firm likely consist of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Gs Investment Strategies, LLC.
Available
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Offered by 70% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its 27 customers, Gs Investment Strategies, LLC's biggest client type by number of accounts is pooled investment vehicles. Around 60% of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gs Investment Strategies, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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