Firm profile

GSI CAPITAL ADVISORS LLC

NEWPORT BEACH, CACRD 135143Latest ADV April 13, 2026

Gsi Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 13, 2026, reports $182M in regulatory assets under management, 4 employees, 1 office, and 3 accounts.

Assets Under Management
$182M
Employees
4
Offices
1 office
Total Clients
<5
Primary office
NEWPORT BEACH, CA
23 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCraig A. Leupold
CCOCraig A. Leupold
CIONicholas D. Tannura

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 33.3% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
33.3%
1
2
Pension Plans
33.3%
1
3
Charitable
33.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$182Mas of April 13, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$182M
Total Accounts3
10Y AUM Change+$65M (+55.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.