{"url":"https://nivawealth.com/firms/gsv-equity-holdings-322865","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322865","regulatoryAum":4580126279,"crd":"322865","history":[{"filedOn":"2023-04-12","regulatoryAum":963243122,"clients":5,"employees":39,"offices":1},{"filedOn":"2024-06-07","regulatoryAum":5328914331,"clients":15,"employees":34,"offices":1},{"filedOn":"2025-05-05","regulatoryAum":5836346495,"clients":15,"employees":33,"offices":1},{"filedOn":"2026-09-15","regulatoryAum":4580126279,"clients":14,"employees":44,"offices":1}],"secFileNumber":"801-126507","legalName":"GSV Equity Holdings, LLC","displayName":"GSV Equity Holdings","slug":"gsv-equity-holdings-322865","website":"https://greatersumventures.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2035 Lakeside Centre Way, Suite 200","city":"Knoxville","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37922"},"tradeNames":["Greater Sum Ventures"],"registration":{"secApproved":"6 September 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":44,"advisory":21,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":4580126279,"discretionary":1216537169,"discretionaryAccounts":14,"nonDiscretionary":3363589110,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":4580126279}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"GSV Equity Holdings has custody of $1.11B in client assets for 12 clients.","otherCustodians":[],"leadership":[{"name":"Ross Croley","title":"Chief Executive Officer","crd":"7079555"},{"name":"Clinton Ward","title":"Chief Compliance Officer","crd":"4190916"},{"name":"Michael Casas","title":"Managing Director & General Counsel","crd":"5369804"},{"name":"William Nix","title":"Managing Partner & Founder","crd":"1260017"},{"name":"Lisa Stinnett","title":"Managing Partner & Founder","crd":"7079558"}],"ownership":[{"label":"Lisa Stinnett","detail":"Managing partner & founder in the 25% to 50% ownership band and a control person, since March 2015."},{"label":"William Nix","detail":"Managing partner & founder in the 25% to 50% ownership band and a control person, since March 2015."},{"label":"Croley Investments, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since March 2015."},{"label":"Ross Croley","detail":"Indirect owner: a owner of Croley Investments, LLC in the 75% or more band and a control person, since March 2015.","parent":"Croley Investments, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"2035 Lakeside Centre Way, Suite 200","city":"Knoxville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-534-4891","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":14},"sources":{"adv1FilingDate":"15 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/322865/PDF/322865.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does GSV Equity Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GSV Equity Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does GSV Equity Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns GSV Equity Holdings?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GSV Equity Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact GSV Equity Holdings?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}