SourcingSourcing

GLOBAL STRATEGIC MANAGEMENT INC

A74
CRD 105985·SEC 801-39145·DORADO, PR
AUM
$221.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$665K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL STRATEGIC MANAGEMENT INC
CRD
105985
SEC file #
801-39145
EIN
521729253
DBA names
Adrian Day Asset Management

Economics

AUM
$221.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$159.7M → $221.6M▲ +39%
Client mix
Individuals High Net Worth69
Individuals Other65
Pension Profit Sharing Plans12
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
DORADO PR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
adriandayassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAY, ADRIAN, VINCENT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DAY, ADRIAN, VINCENT
ANDERES, KAREN, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ADRIANDAYASSETMANAGEMENT.COM
Rdap Domain Creation Date
2004-07-06T20:55:29Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001413303
Edgar Registered
Yes
Edgar Filing Count
227
Edgar First Filing Date
2007-10-11
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001413303-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
PO BOX 9024106SAN JUAN, PR 00902-4106
Business
PO BOX 9024106SAN JUAN, PR 00902-4106
Edgar EIN
521729253
Edgar Recent Filings
13F-HR2026-05-13 · 0001413303-26-000002
13F-HR2026-02-13 · 0001413303-26-000001
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-07-06T20:55:29Z
Rdap Domain Last Changed
2026-05-07T06:27:49Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2424570
Trust Company Affiliate
No

People (3)

3
DAY, ADRIAN, VINCENT
IAR · Direct Owner · 87.5%
2424570
ANDERES, KAREN, RENEE
Executive Officer · 2.5%
7291200
DAY, EMILY, VICTORIA
Executive Officer · 2.5%
7529017