GSV Equity Holdings provides portfolio management for pooled vehicles. The firm advises 14 private funds.
GSV Equity Holdings reports 14 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 26.6% ($1.22B across 14 accounts) are managed with discretion; $3.36B across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $4.58B | 100.0% | $327M |
| Total | 14 | $4.58B | 100% | $327M |
- Clients
- 14
- Regulatory AUM
- $4.58B
- AUM share
- 100.0%
- Avg. per client
- $327M
Total
- Clients
- 14
- Regulatory AUM
- $4.58B
- AUM share
- 100%
- Avg. per client
- $327M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 14
GSV Equity Holdings is paid through other compensation; its fees and minimums are set out in its brochures on the SEC website.
Lisa Stinnett owns 25% to 50% of GSV Equity Holdings. Ross Croley is CEO; the leadership team includes Chief Compliance Officer Clinton Ward. It has 44 employees, 21 of them in advisory roles.
Staff
- 44 employees
- 21 in advisory functions
- Owns 25% to 50% of GSV Equity Holdings, LLC
Lisa Stinnett
Control person · since March 2015
- Owns 25% to 50% of GSV Equity Holdings, LLC
William Nix
Control person · since March 2015
- Owns 25% to 50% of GSV Equity Holdings, LLC
Croley Investments, LLC
Control person · since March 2015
- Owns 75% or more of Croley Investments, LLC
Ross Croley
Control person · since March 2015
GSV Equity Holdings’ regulatory assets grew 4.8× from $963M (April 2023) to $4.58B (September 2026); clients rose from 5 to 14 and employees from 39 to 44.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $4.58B | 14 | 44 | 1 |
| May 2025May 2025 | $5.84B | 15 | 33 | 1 |
| Jun 2024June 2024 | $5.33B | 15 | 34 | 1 |
| Apr 2023April 2023 | $963M | 5 | 39 | 1 |
Besides its headquarters, GSV Equity Holdings has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 2035 Lakeside Centre Way, Suite 200, KnoxvilleHQ
Other business names
GSV Equity Holdings has reported 1 other business name to the SEC.
- Greater Sum Ventures
Contact and registration details
- Legal name
- GSV Equity Holdings, LLC
- Headquarters
- 2035 Lakeside Centre Way, Suite 200, Knoxville, TN 37922
- Website
- greatersumventures.com
- Phone
- 888-534-4891
- SEC file
- 801-126507
- Structure
- Tennessee LLC
- Fiscal year end
- December
GSV Equity Holdings has custody of $1.11B for 12 clients.
How many clients does GSV Equity Holdings have?
GSV Equity Holdings has 14 clients and manages $4.58 billion for them, as of September 2026. They include 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does GSV Equity Holdings offer?
GSV Equity Holdings provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does GSV Equity Holdings have?
GSV Equity Holdings has 0 investment adviser representatives registered with state securities authorities, out of 44 employees, and 21 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns GSV Equity Holdings?
GSV Equity Holdings is owned through a holding company by Ross Croley. Its direct owners are Lisa Stinnett, William Nix and Croley Investments, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does GSV Equity Holdings get paid?
GSV Equity Holdings is paid through other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GSV Equity Holdings?
GSV Equity Holdings’ main office is at 2035 Lakeside Centre Way, Suite 200, Knoxville, TN 37922. Its phone number is 888-534-4891. Its website is greatersumventures.com.