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GLOBAL STRATEGIC NEXTGEN OCIO
Legal name: GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300File 801-114835
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Non-discretionary $21.2M
Clients
129
401 accounts
Employees
7
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 15, 2019
- Principal office
- 7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165, SCOTTSDALE, AZ, 85258
- Phone
- 480-935-2210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.61B
- Discretionary AUM
- $1.59B
- Non-discretionary AUM
- $21.2M
- Discretionary accounts
- 385
- Non-discretionary accounts
- 16
- Total accounts
- 401
- AUM per client
- $12.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 15 | $426.5M |
| High net worth individuals | 92 | $1.17B |
| Individuals (other than high net worth individuals) | 22 | $8.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Disclosures | true | false |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.