Gsv Equity Holdings, Llc
- Regulatory AUM
- $4.6B
- Discretionary
- $1.2B
- Clients
- 15
- Avg AUM / client
- $305M
- Accounts
- 15
- Employees
- 44
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $4.6B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vehlo Topco Aggregator, Llc | Private Equity Fund | Delaware | $358M | 19 |
| Gsv Stax Holdings, Llc | Private Equity Fund | Delaware | $278M | 28 |
| Project Sentinel Topco Aggregator, Llc | Private Equity Fund | Delaware | $211M | 16 |
| Gsv Propertytek Holdings, Llc | Private Equity Fund | Delaware | $96.7M | 8 |
| Gsv Medsuite Holdings, Llc | Private Equity Fund | Delaware | $93.6M | 18 |
| Optimantra Aggregator, Llc | Private Equity Fund | Delaware | $25.6M | 1 |
| Sharper Aggregator, Llc | Private Equity Fund | Delaware | $6.6M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Croley, Ross, Edison | Owner | Mar 2015 (11y) | ≈ 18.75% – 50% via Croley Investments, Llc | |
| Nix, William, Haisten | Managing Partner & Founder | Mar 2015 (11y) | 25% – 50% | |
| Stinnett, Lisa, Mynatt | Managing Partner & Founder | Mar 2015 (11y) | 25% – 50% | |
| Casas, Michael, Edward | Managing Director & General Counsel | Mar 2019 (7y) | Less than 5% | |
| Ward, Clinton, Louis | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Croley Investments, Llc | Member | Mar 2015 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Croley, Ross, Edison: 75% – 100% of Croley Investments, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vehlo Topco Aggregator, Llc | Private Equity Fund | $358M | $0 | 19 |
| Gsv Stax Holdings, Llc | Private Equity Fund | $278M | $0 | 28 |
| Project Sentinel Topco Aggregator, Llc | Private Equity Fund | $211M | $0 | 16 |
| Gsv Propertytek Holdings, Llc | Private Equity Fund | $96.7M | $0 | 8 |
| Gsv Medsuite Holdings, Llc | Private Equity Fund | $93.6M | $0 | 18 |
| Optimantra Aggregator, Llc | Private Equity Fund | $25.6M | $0 | 1 |
| Sharper Aggregator, Llc | Private Equity Fund | $6.6M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 4.89 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗