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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

GSV EQUITY HOLDINGS, LLC

CRD 322865

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a8d169ab-186e-359c-3c4e-db1fd646210a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 2
Observed: Aug 5, 2022 to Sep 15, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

GSV Equity Holdings, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

GSV Equity Holdings, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.6BItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 44
Advisory employees: 21
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 16
Custody, client assets: $1.1B
Relying advisers: 11
SEC number: 801-126507
CRD: 322865
Filings on the tape: 16
First filed: Aug 5, 2022
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, TN

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VEHLO TOPCO AGGREGATOR, LLC	Private Equity Fund	$358M	Jun 7, 2024	19	Aug 5, 2022	reported	n/a
GSV STAX HOLDINGS, LLC	Private Equity Fund	$278M	Jun 7, 2024	28	Aug 5, 2022	reported	n/a
PROJECT SENTINEL TOPCO AGGREGATOR, LLC	Private Equity Fund	$211M	Jun 7, 2024	16	Nov 14, 2023	reported	n/a
GSV PROPERTYTEK HOLDINGS, LLC	Private Equity Fund	$96.7M	Jun 7, 2024	8	Aug 5, 2022	reported	n/a
GSV MEDSUITE HOLDINGS, LLC	Private Equity Fund	$93.6M	Jun 7, 2024	18	Aug 5, 2022	reported	n/a
GSV TALENTEK HOLDINGS, LLC	Private Equity Fund	$27.2M	Sep 7, 2023	5	Oct 13, 2022	reported	n/a
OPTIMANTRA AGGREGATOR, LLC	Private Equity Fund	$25.6M	Jun 7, 2024	1	Apr 19, 2024	reported	n/a
SHARPER AGGREGATOR, LLC	Private Equity Fund	$6.6M	Jun 7, 2024	2	Jun 7, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CASAS, MICHAEL, EDWARD	MANAGING DIRECTOR & GENERAL COUNSEL	Na	yes	03/2019	Aug 5, 2022	Jun 7, 2024
CROLEY INVESTMENTS, LLC	Member	C	yes	03/2015	Aug 5, 2022	Jun 7, 2024
CROLEY, ROSS, EDISON	Owner	E	yes	03/2015	Aug 5, 2022	Jun 7, 2024
CROLEY, ROSS, EDISON	CHIEF EXECUTIVE OFFICER	Na	yes	03/2015	Aug 5, 2022	Jun 7, 2024
NIX, WILLIAM, HAISTEN	MANAGING PARTNER & FOUNDER	C	yes	03/2015	Aug 5, 2022	Jun 7, 2024
STINNETT, LISA, MYNATT	MANAGING PARTNER & FOUNDER	C	yes	03/2015	Aug 5, 2022	Jun 7, 2024
WARD, CLINTON, LOUIS	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Aug 5, 2022	Jun 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 16, 2026	$4.6B	$1.2B	44	21	13	n/a
2024	Mar 4, 2025	$5.9B	$1.1B	35	18	9	n/a
2023	Mar 15, 2024	$5.3B	$1.0B	34	22	5	$1.0B
2022	Mar 15, 2023	$725M	$725M	39	31	5	$725M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.6B	$5.9B	-22.6%	$725M	84.9%	44	35	0	0

Relationships

Advises (8)

→ GSV PROPERTYTEK HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Aug 5, 2022 to presentfactForm ADV
→ GSV MEDSUITE HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Aug 5, 2022 to presentfactForm ADV
→ GSV STAX HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Aug 5, 2022 to presentfactForm ADV
→ OPTIMANTRA AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Apr 19, 2024 to presentfactForm ADV
→ SHARPER AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Jun 7, 2024 to presentfactForm ADV
→ VEHLO TOPCO AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Aug 5, 2022 to presentfactForm ADV
→ PROJECT SENTINEL TOPCO AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Nov 14, 2023 to presentfactForm ADV
→ GSV TALENTEK HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Oct 13, 2022 to presentfactForm ADV

Controls (6)

← NIX, WILLIAM, HAISTENOwnerMANAGING PARTNER & FOUNDER, ownership code C, individual
Aug 5, 2022 to Jun 7, 2024factForm ADV
← WARD, CLINTON, LOUISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 5, 2022 to Jun 7, 2024factForm ADV
← CASAS, MICHAEL, EDWARDOwnerMANAGING DIRECTOR & GENERAL COUNSEL, ownership code NA, individual
Aug 5, 2022 to Jun 7, 2024factForm ADV
← CROLEY, ROSS, EDISONOwnerOWNER, ownership code E, individual
Aug 5, 2022 to Jun 7, 2024factForm ADV
← STINNETT, LISA, MYNATTOwnerMANAGING PARTNER & FOUNDER, ownership code C, individual
Aug 5, 2022 to Jun 7, 2024factForm ADV
← CROLEY INVESTMENTS, LLCOwnerMEMBER, ownership code C, domestic entity
Aug 5, 2022 to Jun 7, 2024factForm ADV

Dated events

Occurred
Nov 14, 2023
Regulatory AUM changed
Gsv Equity Holdings, Llc reported RAUM $5.3B, up 448% from $963.2M (2023-09-07 to 2023-11-14)
Form ADVobserved 3 days ago
$4.3B
Occurred
Apr 12, 2023
Regulatory AUM changed
Gsv Equity Holdings, Llc reported RAUM $963.2M, up 33% from $725.1M (2023-03-15 to 2023-04-12)
Form ADVobserved 3 days ago
$238M
Occurred
Aug 5, 2022
First Form ADV filing
Gsv Equity Holdings Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8d169ab-186e-359c-3c4e-db1fd646210a
First observed: Aug 5, 2022
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GSV EQUITY HOLDINGS, LLC

CRD 322865

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a8d169ab-186e-359c-3c4e-db1fd646210a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:35 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VEHLO TOPCO AGGREGATOR, LLC

Private Equity Fund

$358M

Jun 7, 2024

Aug 5, 2022

reported

n/a

GSV STAX HOLDINGS, LLC

Private Equity Fund

$278M

Jun 7, 2024

Aug 5, 2022

reported

n/a

PROJECT SENTINEL TOPCO AGGREGATOR, LLC

Private Equity Fund

$211M

Jun 7, 2024

Nov 14, 2023

reported

n/a

GSV PROPERTYTEK HOLDINGS, LLC

Private Equity Fund

$96.7M

Jun 7, 2024

Aug 5, 2022

reported

n/a

GSV MEDSUITE HOLDINGS, LLC

Private Equity Fund

$93.6M

Jun 7, 2024

Aug 5, 2022

reported

n/a

GSV TALENTEK HOLDINGS, LLC

Private Equity Fund

$27.2M

Sep 7, 2023

Oct 13, 2022

reported

n/a

OPTIMANTRA AGGREGATOR, LLC

Private Equity Fund

$25.6M

Jun 7, 2024

Apr 19, 2024

reported

n/a

SHARPER AGGREGATOR, LLC

Private Equity Fund

$6.6M

Jun 7, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CASAS, MICHAEL, EDWARD

MANAGING DIRECTOR & GENERAL COUNSEL

yes

03/2019

Aug 5, 2022

Jun 7, 2024

CROLEY INVESTMENTS, LLC

Member

yes

03/2015

Aug 5, 2022

Jun 7, 2024

CROLEY, ROSS, EDISON

Owner

yes

03/2015

Aug 5, 2022

Jun 7, 2024

CROLEY, ROSS, EDISON

CHIEF EXECUTIVE OFFICER

yes

03/2015

Aug 5, 2022

Jun 7, 2024

NIX, WILLIAM, HAISTEN

MANAGING PARTNER & FOUNDER

yes

03/2015

Aug 5, 2022

Jun 7, 2024

STINNETT, LISA, MYNATT

MANAGING PARTNER & FOUNDER

yes

03/2015

Aug 5, 2022

Jun 7, 2024

WARD, CLINTON, LOUIS

CHIEF COMPLIANCE OFFICER

yes

07/2022

Aug 5, 2022

Jun 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$4.6B

$1.2B

n/a

2024

Mar 4, 2025

$5.9B

$1.1B

n/a

2023

Mar 15, 2024

$5.3B

$1.0B

2022

Mar 15, 2023

$725M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.6B

$5.9B

-22.6%

$725M

84.9%