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GSV EQUITY HOLDINGS, LLC
CRD 322865File 801-126507
APPROVED
Custody
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.58B
Top 25% of cohort (national)
Discretionary AUM
$1.22B
Non-discretionary $3.36B
Clients
14
16 accounts
Employees
44
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 6, 2022
- Principal office
- 2035 LAKESIDE CENTRE WAY, SUITE 200, KNOXVILLE, TN, 37922
- Phone
- 888-534-4891
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.58B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $3.36B
- Discretionary accounts
- 14
- Non-discretionary accounts
- 2
- Total accounts
- 16
- AUM per client
- $327.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $4.58B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 16, 2026 | Clients | 15 | 14 | decreased by1 |
| Sep 16, 2026 | AUM | $4,573,471,744 | $4,580,126,279 | increased by$6,654,535 |
| Sep 16, 2026 | Accounts | 15 | 16 | increased by1 |
| Apr 1, 2026 | Employees | 39 | 44 | increased by5 |
| Apr 1, 2026 | Clients | 16 | 15 | decreased by1 |
| Apr 1, 2026 | AUM | $5,443,443,512 | $4,573,471,744 | decreased by$869,971,768 |
| Apr 1, 2026 | Accounts | 16 | 15 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 35 | 39 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 15 | 16 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,914,756,890 | $5,443,443,512 | decreased by$471,313,378 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 35 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 15 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $704,573,538 | $5,914,756,890 | increased by$5,210,183,352 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 15 | increased by11 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GSV EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GSV EQUITY” 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.