$1.6B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
7 Employees
129 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Pioneer prime
- Established Date
- 05-15-2015
- Office Locations
- 3
Office Locations
1704 Hemlock Hill DR Durham NC
7337 East Doubletree Ranch Road, Suite C-165 Scottsdale AZ
-- Jupiter FL
About Global Strategic Nextgen Ocio
Global Strategic NextGen OCIO provides fiduciary outsourced investment management for wealthy families and institutional investors, taking day-to-day discretion and delivering portfolio construction and asset-allocation programs using public funds and ETFs alongside select alternatives and fixed income. The OCIO offering is supported by an integrated implementation and reporting ecosystem and has been profiled in industry surveys and rankings (Forbes, USA TODAY, Chief Investment Officer).
Team overview
58 AVG AGE
$321.9M AVG AUM / ADVISOR
$12.5M AVG AUM / CLIENT
6.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Harbor harbor Insight summit Focus north Unison quantum Peak Oak Harbor quantum Zenith momentum
Client Personas
Momentum matrix Catalyst insight
Custodian
Timber Peak quantum Beacon value
Investment Themes
Alpha Optima Prime legacy Value
Investment Vehicles
Bridge crest Ridge
Platform
Ridge ember
Services
Alpha Focus matrix Prime focus Foundation
Technology
Fusion
Owner & Executives
C
CURT RANDALL THOMPSON
Managing Partner, Partner
- CRD
- #2609785
- Ownership
- 50% but less than 75%
(679) 918-8069
pioneer.ember@atlascapital.com
in linkedin.com/in/atlas-radial
D
DONALD EDWARD CALLAGHAN MR.
Managing Partner
- CRD
- #38501
- Ownership
- 25% but less than 50%
(823) 790-8841
wave.meridian@radialcapital.com
in linkedin.com/in/crest-vertex
N
North glacier
Legacy zenith
- CRD
- #87048
- Ownership
- 20.2%
(743) 365-2779
frontier.value@atlascapital.com
in linkedin.com/in/north-momentum
Showing 2 of 5 owners & executives
Unlock allContacts
T
Tyson Ross Keene
--
- CRD
- #7898209
(457) 751-6910
radial.catalyst@eaglecapital.com
in linkedin.com/in/fusion-signal
Showing 1 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,588,284,068 | $4,125,413 |
| Non-Discretionary | $21,202,796 | $1,325,175 |
| Total | $1,609,486,864 | $4,013,683 |
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Separately Managed Accounts
Total SMA Asset: $1,609,486,864
Public Funds:
20.9% Municipal Bonds:
19.9% Equity - Exchange:
13.1% Cash:
14.7% Private Funds:
12.1% U.S. Government/Agency:
14.3% Corporate - Investment Grade:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,220,798,165 | 20.9% |
| Municipal Bonds | $1,162,386,770 | 19.9% |
| Equity - Exchange | $765,189,281 | 13.1% |
| Cash | $858,647,513 | 14.7% |
| Private Funds | $706,777,885 | 12.1% |
| U.S. Government/Agency | $835,282,955 | 14.3% |
| Corporate - Investment Grade | $292,056,977 | 5.0% |
| Total | $5,841,139,546 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PIONEER | VERTEX VERTEX | 607F1J64B | CRCJV | 1.26% | $79,343,289 |
| ALPHA PIONEER ALPHA | UNISON FOUNDATION | PIS4GM4PF | DMN | 4.23% | $107,741,042 |
| HORIZON UNISON SIGNAL | ZENITH UNISON | CXGDT470H | FSPP | 5.38% | $29,844,148 |
| FOCUS CAPITAL VITAL | EMBER RIDGE | SQDJCPDB8 | EKTTS | 2.86% | $88,738,238 |
| CREST EAGLE UNISON | WAVE RADIAL | TAV698DKJ | TKCQU | 1.94% | $15,961,521 |
| SIGNAL MERIDIAN PIONEER | MERIDIAN SIGNAL | 3MIHB1OLO | PURA | 0.99% | $118,794,874 |
| LEGACY HORIZON EMBER | HORIZON DELTA | 1RSZZM1MF | KHHNA | 5.31% | $111,335,255 |
| INSIGHT CREST | CREST VECTOR | 34OQAE5RA | CTLA | 1.98% | $111,464,395 |