SourcingSourcing

GLOBAL STRATEGIC RISK MANAGEMENT, LLC

C39
CRD 327157·SEC 801-131459·PROVIDENCE, RI
AUM
$2.91B
$1B+
Est. Revenue
$29.1M
@ 1% on AUM
Est. EBITDA
$8.7M
@ 30% margin
Est. Deal Value
$69.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL STRATEGIC RISK MANAGEMENT, LLC
CRD
327157
SEC file #
801-131459
EIN
000000000
DBA names
—

Economics

AUM
$2.91B
AUM band
$1B+
AUM trajectory
'25'26
$1.70B → $2.91B▲ +71%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
PROVIDENCE RI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
gsrm.io

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JEFFREY, RUSSELL, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
JEFFREY, RUSSELL, JOSEPH
JEFFREY, RICHMOND, MARK
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001998375
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-11-01
Edgar Last Filing Date
2025-10-31
Edgar Form D Count
3
Edgar Form D Offerings
2025-10-312025-10-31 · 0001013594-25-001300
2024-11-012024-11-01 · 0001013594-24-000892

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Interactive Brokers3
Jpmorgan3
Edgar Addresses
Mailing
PO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
PO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-31 · 0001013594-25-001300
D/A2024-11-01 · 0001013594-24-000892
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1109478
Trust Company Affiliate
Yes

People (4)

4
RUSSELL JOSEPH JEFFREY
Direct Owner · 87.5%
1109478
JEFFREY, RICHMOND, MARK
Executive Officer · 2.5%
4932624
ANTHONY LO
Executive Officer · 2.5%
5151606
ARNOTT, LAURA, JEAN
Executive Officer · 2.5%
4980881