Wealth Manager
    SEC Registered

    Global Strategic Nextgen Ocio

    Registered investment advisor · Scottsdale, Arizona · CRD #175300

    Assets Under Management
    $1.6B
    Client Accounts
    401
    Employees
    7
    CRD Number
    175300
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Global Strategic Nextgen Ocio

    Global Strategic NextGen OCIO is an investment advisory firm focused on outsourced Chief Investment Officer services, emphasizing strategy over forecasting and passive over active management. Founded in 2015, it operates with a small team and offers transparent, non-proprietary investment management for institutional and family clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Global Strategic Nextgen Ocio

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    Frequently Asked Questions

    What is Global Strategic Nextgen Ocio's AUM?

    Global Strategic Nextgen Ocio reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Global Strategic Nextgen Ocio headquartered?

    Global Strategic Nextgen Ocio is headquartered in Scottsdale, Arizona.

    What is Global Strategic Nextgen Ocio's CRD number?

    Global Strategic Nextgen Ocio's CRD number is 175300. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Global Strategic Nextgen Ocio manage?

    Global Strategic Nextgen Ocio manages approximately 401 client accounts according to its latest SEC filing.

    Is Global Strategic Nextgen Ocio SEC registered?

    Yes, Global Strategic Nextgen Ocio is registered with the SEC as an investment adviser with an approved registration status.

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