Lujie
Zhang

Gsi Capital Advisors LLC

CRD#6222047
Investment Advisor
in Maimi, FL

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About this Advisor

Lujie Zhang is a financial advisor operating in Maimi, Florida, who has 5 years of industry experience. Zhang works at Gsi Capital Advisors LLC. During their career, Zhang has held roles at Ubs Financial Services Inc, Kpmg, Gcm Grosvenor, Green Street Trading, Green Street Investors and Gsi Capital Advisors LLC. Zhang has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Gsi Capital Advisors LLC is an advisory firm based in Newport Beach, CA. The company has just four people on staff. It oversees $170 million in assets under management among its four customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charitable organizations. The advisory firm has a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is offered. However, fee types billed by Gsi Capital Advisors LLC can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Maimi, FL

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Gsi Capital Advisors LLC Brokerage Details

Total Assets Under Management

$169,817,703

FL Average: $7,578,581,321
Total Number of Employees

4

FL Average: 43
Total Number of Accounts

4

FL Average: 3,727
Average Account Size

$42,454,426

FL Average: $2,033,427

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Lujie Zhang Work History

Lujie has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Gsi Capital Advisors LLC

2018 - 2019 (1 year)

Green Street Trading

2018 - 2020 (2 years)

Green Street Investors

2015 - 2018 (3 years)

Gcm Grosvenor

2013 - 2015 (2 years)

Ubs Financial Services Inc

2011 - 2013 (2 years)

Kpmg

*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 Lujie Zhang 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

Nicholas Tannura
Newport Beach, CA
Julia Pence
Newport Beach, CA
Lujie Zhang
Maimi, FL
Craig Leupold
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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