← Tributary

GLOBAL STRATEGIC NEXTGEN OCIO

SCOTTSDALE, AZ · CRD 175300 · IAPD ↗ · 480-935-2210

$1.61BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2025 — GLOBAL STRATEGIC NEXTGEN OCIO's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
April 2025 — GLOBAL STRATEGIC INVESTMENT SOLUTIONS is now doing business as GLOBAL STRATEGIC NEXTGEN OCIO.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2025 — GLOBAL STRATEGIC NEXTGEN OCIO now reports custody of client assets ($389.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2024 — GLOBAL STRATEGIC INVESTMENT SOLUTIONS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.