Nicholas
Tannura

Gsi Capital Advisors LLC

CRD#2103134
Investment Advisor
in Newport Beach, CA

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About this Advisor

Nicholas Tannura is a financial advisor who works out of Newport Beach, California with a total of 6 years of industry experience. Tannura is currently employed by Gsi Capital Advisors LLC. During their career, Tannura has held roles at Green Street Trading, Silverpath Capital Management, Green Street Investors, LLC and Gsi Capital Advisors LLC. Tannura has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in California. Gsi Capital Advisors LLC is a financial advisory firm based in Newport Beach, CA. The firm has just four employees. It handles $170 million in total assets between its four accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. The advisory firm performs 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 vary depending on which services are offered. Fee types billed by Gsi Capital Advisors LLC may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

23 Corporate Plaza Suite 150
Newport Beach, CA 92660

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Gsi Capital Advisors LLC Brokerage Details

Total Assets Under Management

$169,817,703

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

4

CA Average: 43
Total Number of Accounts

4

CA Average: 3,727
Average Account Size

$42,454,426

CA 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

Nicholas Tannura Work History

Nicholas has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Gsi Capital Advisors LLC

2017 - 2019 (2 years)

Green Street Trading

2017 - 2020 (3 years)

Green Street Investors, LLC

2013 - 2017 (4 years)

Silverpath Capital Management

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