GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

HTTPS://WWW.GSISUS.COM SCOTTSDALE, AZ Investment Advisor How do I update this listing?

Global Strategic Investment Solutions is based out of Scottsdale. Global Strategic Investment Solutions is a large advisory firm with 30 clients and discretionary assets under management (AUM) of $274,928,341 (Form ADV from 2019-09-12). Their last reported 13F filing for Q4 2019 included $277,833,000 in managed 13F securities and a top 10 holdings concentration of 73.38%. Global Strategic Investment Solutions's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 759,953. Whalewisdom has at least 5 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $277.833 Million
  • Prior Market Value $256.051 Million
  • New Purchases73 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 73.38 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Managers

Subsidiaries/Managers included in latest 13F
Name
NORRIS PERNE FRENCH LLP /ADV

View Last Form Adv Compilation Report on Record

GLOBAL STRATEGIC INVESTMENT SOLUTIONS
16220 N. SCOTTSDALE ROAD SUITE 208
SCOTTSDALE AZ    85254
Country: United States

Business Phone: 480-935-2210
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 30
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

ownership team - last updated 2019-09-12
Name Title Start Date Direct/Indirect % Ownership
CALLAGHAN, DONALD, EDWARD MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 03/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HIRTLE CALLAGHAN & CO INC VP/SEC/TREAS/PRINCIPAL direct 1988-06-01 2006-01-19
HIRTLE CALLAGHAN & CO INC VICE PRESIDENT, SECRETARY, TREASURER, PRINCIPAL direct 1988-06-01 2007-03-31
THOMPSON, CURT, RANDALL MANAGING PARTNER 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC MANAGING PARTNER direct 2018-01-01

GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

ownership team - last updated 2019-05-21
Name Title Start Date Direct/Indirect % Ownership
CALLAGHAN, DONALD, EDWARD MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 03/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HIRTLE CALLAGHAN & CO INC VP/SEC/TREAS/PRINCIPAL direct 1988-06-01 2006-01-19
HIRTLE CALLAGHAN & CO INC VICE PRESIDENT, SECRETARY, TREASURER, PRINCIPAL direct 1988-06-01 2007-03-31
THOMPSON, CURT, RANDALL MANAGING PARTNER 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC MANAGING PARTNER direct 2018-01-01

GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
CALLAGHAN, DONALD, EDWARD MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 03/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HIRTLE CALLAGHAN & CO INC VP/SEC/TREAS/PRINCIPAL direct 1988-06-01 2006-01-19
HIRTLE CALLAGHAN & CO INC VICE PRESIDENT, SECRETARY, TREASURER, PRINCIPAL direct 1988-06-01 2007-03-31
THOMPSON, CURT, RANDALL MANAGING PARTNER 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC MANAGING PARTNER direct 2018-01-01

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