DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gsv Equity Holdings, LLC
Latest filing Sep 15, 2026
First filing on the tape Aug 5, 2022 · 16 filings
SEC status approved since Sep 6, 2022
RAUM
$4.6B
reported, Item 5.F
Discretionary
27%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
44
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$4.6B as of Mar 16, 2026
Mar 15, 2023$725M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 16, 2026
Mar 15, 20230 then
Employees (5.A)44 as of Mar 16, 2026
Mar 15, 202339 then
Private funds13 as of Mar 16, 2026
Mar 15, 20235 then
RAUM -23% over the last fiscal year+85% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $286MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 27%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -23%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.1B, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 12 clientsreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Vehlo Topco Aggregator, LLC | Private Equity Fund | $358M | 19 | Aug 5, 2022 |
| Gsv Stax Holdings, LLC | Private Equity Fund | $278M | 28 | Aug 5, 2022 |
| Project Sentinel Topco Aggregator, LLC | Private Equity Fund | $211M | 16 | Nov 14, 2023 |
| Gsv Propertytek Holdings, LLC | Private Equity Fund | $96.7M | 8 | Aug 5, 2022 |
| Gsv Medsuite Holdings, LLC | Private Equity Fund | $93.6M | 18 | Aug 5, 2022 |
| Gsv Talentek Holdings, LLC | Private Equity Fund | $27.2M | 5 | Oct 13, 2022 |
| Optimantra Aggregator, LLC | Private Equity Fund | $25.6M | 1 | Apr 19, 2024 |
| Sharper Aggregator, LLC | Private Equity Fund | $6.6M | 2 | Jun 7, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Edward Michael Casas · Managing Director & General Counselcontrolsince 03/2019 · owns less than 5%
- Edison Ross Croley · Chief Executive Officercontrolsince 03/2015 · owns less than 5%
- Haisten William Nix · Managing Partner & Foundercontrolsince 03/2015 · owns 25% to 50%
- Mynatt Lisa Stinnett · Managing Partner & Foundercontrolsince 03/2015 · owns 25% to 50%
- Louis Clinton Ward · Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
- Edison Ross Croley · Ownercontrolsince 03/2015 · owns 75% or more of Croley Investments, LLC
Entity owners
- Croley Investments, LLC · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 15 to 16Mar 16, 2026 to Sep 15, 2026
- Pooled vehicle clients · 15 to 14Mar 16, 2026 to Sep 15, 2026
- Financial planning clients · to unsetMar 16, 2026 to Sep 15, 2026
- Private funds · 13 to unsetMar 16, 2026 to Sep 15, 2026
- Discretionary RAUM · $1.2B to $1.2BMar 16, 2026 to Sep 15, 2026
- Non-discretionary RAUM · $3.4B to $3.4BMar 16, 2026 to Sep 15, 2026
- Pooled vehicle RAUM · $4.6B to $4.6BMar 16, 2026 to Sep 15, 2026
- RAUM · $4.6B to $4.6BMar 16, 2026 to Sep 15, 2026
- Succession · false to unsetMar 16, 2026 to Sep 15, 2026
- Accounts · 16 to 15Jan 13, 2026 to Mar 16, 2026
- Advisory employees · 15 to 21Jan 13, 2026 to Mar 16, 2026
- Pooled vehicle clients · 16 to 15Jan 13, 2026 to Mar 16, 2026
- Employees · 39 to 44Jan 13, 2026 to Mar 16, 2026
- Discretionary RAUM · $1.1B to $1.2BJan 13, 2026 to Mar 16, 2026
- Non-discretionary RAUM · $4.3B to $3.4BJan 13, 2026 to Mar 16, 2026
- Pooled vehicle RAUM · $5.4B to $4.6BJan 13, 2026 to Mar 16, 2026
- RAUM · $5.4B to $4.6BJan 13, 2026 to Mar 16, 2026
- Private funds · 12 to 13Sep 19, 2025 to Jan 13, 2026
- Accounts · 15 to 16May 5, 2025 to Sep 19, 2025
- Pooled vehicle clients · 15 to 16May 5, 2025 to Sep 19, 2025
- Assets in custody · $1.1B to $1.1BMay 5, 2025 to Sep 19, 2025
- Employees · 33 to 39May 5, 2025 to Sep 19, 2025
- Private funds · 11 to 12May 5, 2025 to Sep 19, 2025
- Discretionary RAUM · $1.2B to $1.1BMay 5, 2025 to Sep 19, 2025
- Non-discretionary RAUM · $4.6B to $4.3BMay 5, 2025 to Sep 19, 2025
- Pooled vehicle RAUM · $5.8B to $5.4BMay 5, 2025 to Sep 19, 2025
- RAUM · $5.8B to $5.4BMay 5, 2025 to Sep 19, 2025
- Advisory employees · 18 to 15Mar 4, 2025 to May 5, 2025
- Employees · 35 to 33Mar 4, 2025 to May 5, 2025
- Financial planning clients · unset to Mar 4, 2025 to May 5, 2025
- Private funds · 9 to 11Mar 4, 2025 to May 5, 2025
- Discretionary RAUM · $1.1B to $1.2BMar 4, 2025 to May 5, 2025
- Non-discretionary RAUM · $4.8B to $4.6BMar 4, 2025 to May 5, 2025
- Pooled vehicle RAUM · $5.9B to $5.8BMar 4, 2025 to May 5, 2025
- RAUM · $5.9B to $5.8BMar 4, 2025 to May 5, 2025
- Advisory employees · 22 to 18Jun 7, 2024 to Mar 4, 2025
- Assets in custody · $1.0B to $1.1BJun 7, 2024 to Mar 4, 2025
- Employees · 34 to 35Jun 7, 2024 to Mar 4, 2025
- Private funds · 7 to 9Jun 7, 2024 to Mar 4, 2025
- Discretionary RAUM · $1.1B to $1.1BJun 7, 2024 to Mar 4, 2025
Signals
3 dated events
- Gsv Equity Holdings, Llc reported RAUM $5.3B, up 448% from $963.2M (2023-09-07 to 2023-11-14)Nov 14, 2023 · RAUM change · derived
- Gsv Equity Holdings, Llc reported RAUM $963.2M, up 33% from $725.1M (2023-03-15 to 2023-04-12)Apr 12, 2023 · RAUM change · derived
- Gsv Equity Holdings Llc filed its initial SEC registration (Form ADV)Aug 5, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- GSV Equity Holdings, LLC · Independent Sponsorsshared crd · capital_provider
- GSV Equity Holdings, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/greatersumventuresreportedpublic record, Form ADV, Sep 17, 2026
- Website
- greatersumventures.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 888-534-4891reportedpublic record, Form ADV, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026