Hedge Fund Database

GSG ADVISORS LLC

Adviser information for GSG ADVISORS LLC last updated from Form ADV on March 28th, 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 New Jersey, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 450 $571.8M
Non-Discretionary 66 $71.0M
Total 516 $642.8M

Clients

Type Number RAUM
Individuals 29 $13.5M
HNW Individuals 141 $623.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $5.8M
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
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-63239
SEC ERA File Number 801-63239
SEC CIK Numbers 1995773
SEC CRD Numbers 131511
Legal Entity Identifier None

Principal Office

307 FELLOWSHIP ROAD
SUITE 210
MOUNT LAUREL
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 856-234-9595, Fax: 732-875-0422

Websites

www.gsgadvisors.com

Chief Compliance Officer

JON GREER
PRINCIPAL
307 FELLOWSHIP ROAD
SUITE 210
MOUNT LAUREL
NJ
United States
Tel: 856-396-6196
Fax: 908-325-0258
(Full email address available in API data)

Regulatory Contact

JON MICHAEL GREER
PRINCIPAL
307 FELLOWSHIP ROAD
SUITE 210
MOUNT LAUREL
NJ
United States
Tel: 856-396-6196
Fax: 908-325-0258
(Full email address available in API data)

Industry Affiliates

ATTORNEY Lawyer or law firm
ATTORNEY Lawyer or law firmReal estate broker or dealer
INSURANCE SALES Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GREER, JON, MICHAEL Individual – MEMBER/CHIEF COMPLIANCE OFFICER 07/2002 25-50%
GREER, CHRISTOPHER, MATTHEW Individual – MEMBER 07/2002 25-50%
SCOCCA, JOSEPH, EDWARD Individual – MEMBER 07/2002 25-50%

No. Employees, Historic

10502020202120222023202420254 on 3/30/20204 on 6/1/20204 on 6/1/20204 on 6/26/20204 on 3/19/20214 on 3/22/20214 on 3/24/20224 on 3/25/20224 on 3/30/20234 on 3/31/20234 on 3/27/20244 on 3/28/2024

RAUM, Historic

700M350M0202020212022202320242025405536848 on 3/30/2020405536848 on 6/1/2020405536848 on 6/1/2020405536848 on 6/26/2020486831581 on 3/19/2021486831581 on 3/22/2021580451865 on 3/24/2022580451865 on 3/25/2022559309485 on 3/30/2023559309485 on 3/31/2023642761863 on 3/27/2024642761863 on 3/28/2024

No. Clients, Historic

2001000202020212022202320242025137 on 3/30/2020137 on 6/1/2020137 on 6/1/2020137 on 6/26/2020154 on 3/19/2021154 on 3/22/2021177 on 3/24/2022177 on 3/25/2022164 on 3/30/2023164 on 3/31/2023170 on 3/27/2024170 on 3/28/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 209K 692 –
AGNICO EAGLE MINES LTD COM 390K 6K –
ALPHABET INC CAP STK CL A 1M 6K –
ALPHABET INC CAP STK CL C 1M 8K –
AMAZON COM INC COM 6M 30K –
AMBEV SA SPONSORED ADR 1M 498K –
APPLE INC COM 22M 103K –
APPLOVIN CORP COM CL A 2M 20K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
BLACKSTONE INC COM 361K 3K –
BOEING CO COM 246K 1K –
BOSTON SCIENTIFIC CORP COM 358K 5K –
BROADCOM INC COM 553K 337 –
BROWN FORMAN CORP CL B 305K 7K –
CISCO SYS INC COM 215K 5K –
COCA COLA CO COM 238K 4K –
CORMEDIX INC COM 161K 38K –
COSTCO WHSL CORP NEW COM 323K 382 –
CROWDSTRIKE HLDGS INC CL A 446K 1K –
DISNEY WALT CO COM 245K 2K –
EATON CORP PLC SHS 915K 3K –
ELI LILLY & CO COM 304K 332 –
ESSENTIAL UTILS INC COM 318K 9K –
EXXON MOBIL CORP COM 541K 5K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 2M 43K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 403K 20K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 848K 10K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 1M 22K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 8M 139K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 1M 60K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 801K 19K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 6M 234K –
GLOBAL X FDS US INFR DEV ETF 280K 8K –
HOME DEPOT INC COM 743K 2K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 558K 15K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 1M 40K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 515K 3K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES BITCOIN TR SHS 288K 8K –
ISHARES INC MSCI EQUAL WEITE 607K 7K –
ISHARES INC MSCI GBL MIN VOL 3M 33K –
ISHARES TR CORE DIV GRWTH 2M 36K –
ISHARES TR CORE HIGH DV ETF 2M 18K –
ISHARES TR CORE MSCI EAFE 370K 5K –
ISHARES TR CORE MSCI TOTAL 328K 5K –
ISHARES TR CORE S&P TTL STK 2M 15K –
ISHARES TR CORE S&P US GWT 1M 9K –
ISHARES TR CORE S&P500 ETF 6M 10K –
ISHARES TR ISHARES SEMICDTR 731K 3K –
ISHARES TR MSCI USA MMENTM 711K 4K –
ISHARES TR MSCI USA QLT FCT 8M 44K –
ISHARES TR RUSSELL 3000 ETF 232K 749 –
ISHARES TR U S EQUITY FACTR 2M 29K –
JOHNSON & JOHNSON COM 837K 6K –
JPMORGAN CHASE & CO. COM 651K 3K –
LINCOLN NATL CORP IND COM 320K 10K –
MASTERCARD INCORPORATED CL A 310K 708 –
MERCK & CO INC COM 257K 2K –
META PLATFORMS INC CL A 738K 1K –
MICROSOFT CORP COM 9M 19K –
MICROSTRATEGY INC CL A NEW 1M 1K –
NEXTERA ENERGY INC COM 468K 7K –
NVIDIA CORPORATION COM 5M 38K –
ORACLE CORP COM 291K 2K –
PACER FDS TR US CASH COWS 100 473K 9K –
PALO ALTO NETWORKS INC COM 2M 6K –
PEPSICO INC COM 428K 3K –
PROCTER AND GAMBLE CO COM 704K 4K –
QUALCOMM INC COM 246K 1K –
S&P GLOBAL INC COM 1M 2K –
SALESFORCE INC COM 283K 1K –
SCHWAB STRATEGIC TR FUNDAMENTAL US B 914K 14K –
SCHWAB STRATEGIC TR US BRD MKT ETF 20M 322K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 11M 147K –
SPDR S&P 500 ETF TR TR UNIT 5M 9K –
TESLA INC COM 314K 1K –
THE CIGNA GROUP COM 377K 1K –
TOPBUILD CORP COM 343K 904 –
UNITEDHEALTH GROUP INC COM 322K 652 –
VANECK ETF TRUST SEMICONDUCTR ETF 205K 786 –
VANGUARD BD INDEX FDS VANGUARD ULTRA 684K 14K –
VANGUARD INDEX FDS EXTEND MKT ETF 1M 7K –
VANGUARD INDEX FDS GROWTH ETF 4M 10K –
VANGUARD INDEX FDS LARGE CAP ETF 937K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 6M 11K –
VANGUARD INDEX FDS TOTAL STK MKT 69M 258K –
VANGUARD INDEX FDS VALUE ETF 497K 3K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 777K 13K –
VANGUARD MALVERN FDS CORE-PLUS BD ETF 387K 5K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 32K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 17K –
VANGUARD STAR FDS VG TL INTL STK F 5M 83K –
VANGUARD WELLINGTON FD US MOMENTUM 276K 2K –
VANGUARD WELLINGTON FD US QUALITY 561K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 24M 205K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 866K 13K –
VANGUARD WORLD FD HEALTH CAR ETF 367K 1K –
VANGUARD WORLD FD INF TECH ETF 486K 834 –
VANGUARD WORLD FD MEGA GRWTH IND 311K 981 –
VERIZON COMMUNICATIONS INC COM 202K 5K –
VISA INC COM CL A 247K 939 –
VULCAN MATLS CO COM 801K 3K –
WALMART INC COM 251K 4K –
WISDOMTREE TR US HIGH DIVIDEND 420K 5K –