Global Strategic Nextgen Ocio is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 1, 2026, reports $1.6B in regulatory assets under management, 7 employees, 2 offices, and 401 accounts.
Assets Under Management
$1.6B
Employees
7
Offices
2 offices
Total Clients
129
Primary office
SCOTTSDALE, AZ
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.3% of total clients.
Top client categories% of clientsClients
1
HNWI
71.3%
92
2
Individuals
17.1%
22
3
Charitable
11.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 1, 2026
Discretionary98.7%
$1.6B
99% of total RAUM98.7%
Non-discretionary1.3%
$21M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts401
10Y AUM Change+$1.3B (+485.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change+4 (+133.3%)
* 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.