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Portfolio Manager · GSI Capital Advisors LLC

Julia S. Pence

CRD 5903146 · 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 Julia S. Pence on its Form ADV as Portfolio Manager.

Firms and roles

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Julia’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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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 Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.