SourcingSourcing

GSV ASSET MANAGEMENT, LLC

B58
CRD 154664·SEC 801-71749·DALLAS, TX
AUM
$143.4M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$430K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GSV ASSET MANAGEMENT, LLC
CRD
154664
SEC file #
801-71749
EIN
463866563
DBA names
—

Economics

AUM
$143.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$388.2M → $143.4M▼ -63%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
gsvam.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GSV HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GSV HOLDINGS, L.P.
PAMPOULOV BOJIDAROV, LJUBEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GSVAM.COM
Rdap Domain Creation Date
2011-05-09T22:52:16Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001591720
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2013-11-14
Edgar Last Filing Date
2019-04-02
Edgar Form D Count
1
Edgar Form D Offerings
2013-11-142013-11-14 · 0001591720-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2925 WOODSIDE ROADWOODSIDE, CA 94062
Business
2925 WOODSIDE ROADWOODSIDE, CA 94062
Edgar EIN
463866563
Edgar Recent Filings
APP WD2019-04-02 · 0001144204-19-017660
40-APP/A2018-12-10 · 0001144204-18-063659
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-23T11:59:59Z
Rdap Domain Last Changed
2023-05-23T22:36:16Z
Rdap Nameservers
Ns0.hybridge.comNs1.hybridge.comNs2.hybridge.comNs3.hybridge.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
PAMPOULOV BOJIDAROV, LJUBEN
Direct Owner · 7.5%
5188892
MICHAEL THOMAS MOE
Executive Officer · 2.5%
1773829
VASTARDIS, WILLIAM, EPAMIN
Executive Officer · 2.5%
1567393