Craig
Leupold
Gsi Capital Advisors LLC
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About this Advisor
Craig Leupold is a financial advisor who works in Newport Beach, California with a total of 7 years of relevant experience. Leupold is an advisor for Gsi Capital Advisors LLC. During their career, Leupold has held roles at Green Street Trading (Fka "Green Street Advisors"), Green Street Investors, Gsi Capital Advisors LLC (Fka Green Street Investors) and Green Street Advisors, LLC. Leupold holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Gsi Capital Advisors LLC is a registered investment business operating out of Newport Beach, CA. The investment advisory business has just four advisors. It manages $170 million in assets under management among its four customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Gsi Capital Advisors LLC performs a few services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Gsi Capital Advisors LLC may include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gsi Capital Advisors LLC Brokerage Details
$169,817,703
4
4
$42,454,426
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Craig Leupold Work History
Craig has been registered as a financial advisor for 7 years.*
Gsi Capital Advisors LLC (Fka Green Street Investors)
Green Street Advisors, LLC
Green Street Investors
Green Street Trading (Fka "Green Street Advisors")
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Leupold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gsi Capital Advisors LLC
Newport Beach, CA
Maimi, FL
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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