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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 Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Non-discretionary $21.2M
Clients
129
401 accounts
Employees
6
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
- Website
- https://www.Nextgenocio.com
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Disclosures | Yes | No | |
| Feb 1, 2026 | Clients | 126 | 129 | increased by3 |
| Feb 1, 2026 | AUM | $1,448,494,782 | $1,609,486,864 | increased by$160,992,082 |
| Feb 1, 2026 | Accounts | 395 | 401 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 93 | 126 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,105,287,950 | $1,448,494,782 | increased by$343,206,832 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 278 | 395 | increased by117 |
| Feb 1, 2022 | Clients | 64 | 93 | increased by29 |
| Feb 1, 2022 | AUM | $710,000,000 | $1,105,287,950 | increased by$395,287,950 |
| Feb 1, 2022 | Accounts | 285 | 278 | decreased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
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.