Gsv Asset Management, LLC
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Overview
Gsv Asset Management, LLC operates as a financial advisor company based in Dallas, Texas. The company controls $293.7 million in assets over eight accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small group, including 1 financial advisor. Gsv Asset Management, LLC does not act as 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 exchangable financial assets such as bonds, stocks and options.
Gsv Asset Management, LLC manages one of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing to seek the customer's consent. The company also manages seven non-discretionary accounts totaling $277.8 million in assets under management. The firm's typical account size is $36.7 million. An average financial advisor at Gsv Asset Management, LLC manages around eight client accounts, placing it among the more individualized advisor firms in the country.
The firm's headquarters is at 1412 Main Street, Dallas, Texas 75202. Gsv Asset Management, LLC is permitted to provide services to investors across 2 states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gsv Asset Management, LLC by the Numbers
$293.7 million
6
8
$36.7 million
Fee Structure
Fees for financial advisory services usually depend on the services offered. However, fee types charged by the company most likely include any blend of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Gsv Asset Management, LLC caters to pooled investment vehicles. Out of its eight clients, Gsv Asset Management, LLC's largest client group is pooled investment vehicles. Around 13% of the company's clients are non-U.S. persons.
- 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
Gsv Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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