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Chief Executive Officer/chief Compliance Officer · GSI Capital Advisors LLC

Craig A. Leupold

CRD 2487095 · Named on Form ADV at one SEC-registered adviser

At a glance

GSI Capital Advisors LLC, an SEC-registered asset manager based in Newport Beach, CA with $182 million in regulatory assets, lists Craig A. Leupold on its Form ADV as Chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • GSI Capital Advisors LLCChief Executive Officer/chief Compliance OfficerAsset manager · Newport Beach, CA · $182M in regulatory assets

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.