Julia
Pence
Gsi Capital Advisors LLC
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About this Advisor
Julia Pence is a financial advisor based in Newport Beach, California, working with Gsi Capital Advisors LLC. Julia has previously held positions at Green Street Investors and Gsi Capital Advisors LLC (formerly known as Green Street Investors). Julia has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Julia is part of Gsi Capital Advisors LLC, which operates out of Newport Beach, California. The firm has 1 office and 4 employees. The firm manages assets totaling $170.1 million. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Gsi Capital Advisors LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gsi Capital Advisors LLC Brokerage Details
$170,068,874
4
4
$42,517,218
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Julia Pence Work History
Gsi Capital Advisors LLC (Fka Green Street Investors)
Green Street Investors
Disclosures
Please visit the SEC profile of Julia Pence 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
Maimi, FL
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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