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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

GSI CAPITAL ADVISORS LLC

CRD 135143

NEWPORT BEACH, CA

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:f088f38f-2493-3b79-e5ee-e30228c682ef

Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2012 to Apr 13, 2026
62 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.25 institutional_share=0.75 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $182MItem 5.F on the latest filing (2026-04-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $182M
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: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3
Custody, client assets: $0
SEC number: 801-66702
CIK: 1391974
CRD: 135143
Filings on the tape: 62
First filed: Feb 7, 2012
Latest filed: Apr 13, 2026
Organised: Limited Liability Company, DE
Website: gsicap.com

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
GSREF, L.P.	Other Private Fund	$12.6M	Mar 5, 2024	12	Aug 16, 2017	reported	021-1707269

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
LEUPOLD, CRAIG, ARTHUR	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	10/2020	Feb 7, 2012	Mar 5, 2024
NICHOLAS D. TANNURA 2006 DECLARATION OF TRUST	Owner	D	yes	10/2020	Oct 8, 2020	Mar 5, 2024
TANNURA, NICHOLAS, DONALD	CHIEF INVESTMENT OFFICER	Na	yes	03/2017	Jan 18, 2019	Mar 5, 2024
TAZZARA LLC	MANAGING MEMBER	E	yes	10/2020	Oct 8, 2020	Mar 5, 2024
THE CRAIG A. LEUPOLD TRUST	Owner	D	yes	10/2020	Oct 8, 2020	Mar 5, 2024
PENCE, JULIA, SPIKER	PORTFOLIO MANAGER	Na	no	10/2011	Feb 7, 2012	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GSICAP-1, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026	$182M	$182M	4	3	1	n/a	n/a
2024	Mar 12, 2025	$192M	$192M	4	3	1	1	n/a
2023	Mar 5, 2024	$170M	$170M	4	3	1	1	$12.6M
2022	Mar 1, 2023	$170M	$170M	4	3	1	1	$25.0M
2021	Mar 1, 2022	$233M	$233M	4	3	1	1	$35.6M
2020	Mar 22, 2021	$169M	$169M	4	3	0	1	$32.3M
2019	Feb 12, 2020	$179M	$179M	5	3	1	1	$30.6M
2018	Mar 13, 2019	$188M	$188M	6	2	1	1	$30.6M
2017	Feb 12, 2018	$187M	$187M	5	2	1	1	$13.1M
2016	Mar 30, 2017	$118M	$118M	4	2	n/a	n/a	n/a
2015	Feb 2, 2016	$110M	$110M	4	2	n/a	n/a	n/a
2014	Jan 28, 2015	$123M	$123M	4	2	n/a	n/a	n/a
2013	Jan 24, 2014	$90.3M	$90.3M	4	2	n/a	n/a	n/a
2012	Jan 25, 2013	$101M	$101M	6	2	n/a	n/a	n/a
2011	Feb 7, 2012	$106M	$106M	n/a	n/a	n/a	n/a	n/a

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	$182M	$192M	-5.2%	$170M	2.4%	4	4	1	1

Relationships

Advises (1)

→ GSREF, L.P.Private fundOther Private Fund, IA
Aug 16, 2017 to presentfactForm ADV

Affiliated with (1)

← GREEN STREET ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← TANNURA, NICHOLAS, DONALDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 18, 2019 to Mar 5, 2024factForm ADV
← LEUPOLD, CRAIG, ARTHUROwnerCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 7, 2012 to Mar 5, 2024factForm ADV
← NICHOLAS D. TANNURA 2006 DECLARATION OF TRUSTOwnerOWNER, ownership code D, domestic entity
Oct 8, 2020 to Mar 5, 2024factForm ADV
← TAZZARA LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 8, 2020 to Mar 5, 2024factForm ADV
← THE CRAIG A. LEUPOLD TRUSTOwnerOWNER, ownership code D, domestic entity
Oct 8, 2020 to Mar 5, 2024factForm ADV

Owns (1)

← PENCE, JULIA, SPIKEROwnerPORTFOLIO MANAGER, ownership code NA, individual
Feb 7, 2012 to Mar 5, 2024factForm ADV

Registered with (2)

← ROBYN ANN FRANCISAdvisorregistration: previous registration
Jan 7, 2010 to Sep 30, 2020factForm ADV
← JUELLA MIA OWENSWALLERAdvisorregistration: previous registration
Jul 29, 2014 to Jan 27, 2017factForm ADV

Dated events

Occurred
Sep 30, 2020
Control person joined
Arthur Craig Leupold (Chief Compliance Officer) appeared on Schedule A of Gsi Capital Advisors Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f088f38f-2493-3b79-e5ee-e30228c682ef
First observed: Feb 7, 2012
Last observed: Apr 13, 2026 5 months 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.

GSI CAPITAL ADVISORS LLC

CRD 135143

NEWPORT BEACH, CA

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:f088f38f-2493-3b79-e5ee-e30228c682ef

Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GSREF, L.P.

Other Private Fund

$12.6M

Mar 5, 2024

Aug 16, 2017

reported

021-1707269

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEUPOLD, CRAIG, ARTHUR

CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

10/2020

Feb 7, 2012

Mar 5, 2024

NICHOLAS D. TANNURA 2006 DECLARATION OF TRUST

Owner

yes

10/2020

Oct 8, 2020

Mar 5, 2024

TANNURA, NICHOLAS, DONALD

CHIEF INVESTMENT OFFICER

yes

03/2017

Jan 18, 2019

Mar 5, 2024

TAZZARA LLC

MANAGING MEMBER

yes

10/2020

Oct 8, 2020

Mar 5, 2024

THE CRAIG A. LEUPOLD TRUST

Owner

yes

10/2020

Oct 8, 2020

Mar 5, 2024

PENCE, JULIA, SPIKER

PORTFOLIO MANAGER

10/2011

Feb 7, 2012

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GSICAP-1, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$182M

n/a

2024

Mar 12, 2025

$192M

n/a

2023

Mar 5, 2024

$170M

$12.6M

2022

Mar 1, 2023

$170M

$25.0M

2021

Mar 1, 2022

$233M

$35.6M

2020

Mar 22, 2021

$169M

$32.3M

2019

Feb 12, 2020

$179M

$30.6M

2018

Mar 13, 2019

$188M

$30.6M

2017

Feb 12, 2018

$187M

$13.1M

2016

Mar 30, 2017

$118M

n/a

2015

Feb 2, 2016

$110M

n/a

2014

Jan 28, 2015

$123M

n/a

2013

Jan 24, 2014

$90.3M

n/a

2012

Jan 25, 2013

$101M

n/a

2011

Feb 7, 2012

$106M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$182M

$192M

-5.2%

$170M

2.4%