$88.1M Total AUM
$88.1M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
11 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 03-27-2015
- Office Locations
- 1
Office Locations
760 Cypress Avenue Suite 302 Redding CA
About GSR Capital Management, Inc.
GSR Capital Management, Inc. is a Redding, CA RIA providing discretionary portfolio management and financial planning, with a focus on entrepreneurs. Portfolios emphasize diversified asset allocation using ETFs, index funds and mutual funds, alongside fixed-income exposures. The firm also supports tax and estate planning coordination and insurance/annuity decisions. Custody relationships include Morgan Stanley.
Team overview
61 AVG AGE
$88.1M AVG AUM / ADVISOR
$779.2K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Foundation focus
Client Personas
Ember
Custodian
Capital radial Momentum
Investment Themes
Fusion delta Harbor prime Insight Foundation catalyst
Investment Vehicles
Meridian pioneer Focus summit
Services
Peak Focus ridge North glacier Bridge focus Pioneer north North ember Focus Peak
Technology
Momentum zenith
Owner & Executives
GLENN STEPHEN RANK
Chief Compliance Officer, Managing Member, President
- CRD
- #2957336
- Ownership
- 75% or more
(703) 686-6192
unison.delta@summitcapital.com
in linkedin.com/in/capital-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,051,038 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,051,038 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,051,038
Public Funds:
21.4% Equity - Exchange:
19.8% Other:
20.5% Cash:
19.9% U.S. Government/Agency:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $741,736,052 | 21.4% |
| Equity - Exchange | $686,279,151 | 19.8% |
| Other | $710,541,546 | 20.5% |
| Cash | $689,745,208 | 19.9% |
| U.S. Government/Agency | $637,754,363 | 18.4% |
| Total | $3,466,056,320 | 100.0% |