GSI CAPITAL ADVISORS LLC

23 Corporate Plaza
Suite 150
Newport Beach, California 92660
Tel: 833-734-8474

About GSI CAPITAL ADVISORS LLC

GSI CAPITAL ADVISORS LLC, formally registered with the SEC as GSI CAPITAL ADVISORS LLC. The firm was established in 06/02/2006. They have over 2 offices throughout the country.

GSI CAPITAL ADVISORS LLC is a Newport Beach, California based Financial Planning firm with nearly $170,068,874 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135143
SEC#	801-66702
Assets Managed by Firm	$170,068,874
No. of Clients	4
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$170,068,874
Pension and profit sharing plans	Fewer than 5 clients	$45,670,744
Charitable organizations	Fewer than 5 clients	$92,159,918

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