GSV EQUITY HOLDINGS, LLC
Adviser information for GSV EQUITY HOLDINGS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 34 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $1.0B |
| Non-Discretionary | 9 | $4.3B |
| Total | 14 | $5.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 14 | $5.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | CARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-126507 |
|---|---|
| SEC ERA File Number | 801-126507 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322865 |
| Legal Entity Identifier | None |
Principal Office
2035 LAKESIDE CENTRE WAY, SUITE 200KNOXVILLE
TN
United States
Monday - Friday, 9:00 - 5:00
Tel: 888-534-4891, Fax: None
Chief Compliance Officer
CLINT WARD
2035 LAKESIDE CENTRE WAY, SUITE 200
KNOXVILLE
TN
United States
Tel:
919-637-6855
C*********@*********************M
(Full email address available in API data)
Regulatory Contact
MICHAEL CASAS
MANAGING DIRECTOR & GENERAL COUNSEL
2035 LAKESIDE CENTRE WAY, SUITE 200
KNOXVILLE
TN
United States
Tel:
305-978-5345
C****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GSV MEDSUITE HOLDINGS, LLC | Private Equity Fund | $93.6M | $0.0M | 18 |
| GSV PROPERTYTEK HOLDINGS, LLC | Private Equity Fund | $96.7M | $0.0M | 8 |
| GSV STAX HOLDINGS, LLC | Private Equity Fund | $277.6M | $0.0M | 28 |
| PROJECT SENTINEL TOPCO AGGREGATOR, LLC | Private Equity Fund | $211.2M | $0.0M | 16 |
| VEHLO TOPCO AGGREGATOR, LLC | Private Equity Fund | $357.9M | $0.0M | 19 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STINNETT, LISA, MYNATT | Individual | – | MANAGING PARTNER & FOUNDER | 03/2015 | 25-50% |
| NIX, WILLIAM, HAISTEN | Individual | – | MANAGING PARTNER & FOUNDER | 03/2015 | 25-50% |
| WARD, CLINTON, LOUIS | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |
| CROLEY INVESTMENTS, LLC | Domestic Entity | – | MEMBER | 03/2015 | 25-50% |
| CROLEY, ROSS, EDISON | Individual | CROLEY INVESTMENTS, LLC | OWNER | 03/2015 | > 75% |
| CROLEY, ROSS, EDISON | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2015 | < 5% |
| CASAS, MICHAEL, EDWARD | Individual | – | MANAGING DIRECTOR & GENERAL COUNSEL | 03/2019 | < 5% |