SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Global Strategic Nextgen OCIO
Scottsdale, AZ
Global Strategic Investment Solutions, LLC, CRD 175300
Firm filing updated September 21, 2026 ·
- $1.6BAssets
- 129Clients
- 4Advisory staff
- 401Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals92
- Individuals22
- Charities15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 22 | $8.7 million |
| High net worth individuals | 92 | $1.2 billion |
| Charitable organizations | 15 | $426.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts401
- Discretionary$1.6 billion · 385 accounts
- Non-discretionary$21.2 million · 16 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Global Strategic Investment Solutions, LLC SEC-registered investment advisor. CRD 175300, SEC file 801-114835.
- Registered with the SEC as an investment advisor (status date on record: March 15, 2019).
Is Global Strategic Nextgen OCIO a fiduciary?
Short answer: Global Strategic Nextgen OCIO is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.