# GSV Equity Holdings, LLC

> GSV Equity Holdings, LLC is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 322865
- Filed as: GSV EQUITY HOLDINGS, LLC
- Also doing business as: GREATER SUM VENTURES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322865
- AdvisorCensus page: https://advisorcensus.com/firm/gsv-equity-holdings-llc-knoxville-tn-322865

## Quick answers

**How is GSV Equity Holdings, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GSV Equity Holdings, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is GSV Equity Holdings, LLC located?**
GSV Equity Holdings, LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is GSV Equity Holdings, LLC registered with the SEC or a state?**
GSV Equity Holdings, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322865.

**How much does GSV Equity Holdings, LLC manage?**
GSV Equity Holdings, LLC reports $4,580,126,279 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (27% discretionary).

**How have GSV Equity Holdings, LLC's assets and staff changed since 2022?**
In the Form ADV data for GSV Equity Holdings, LLC: Regulatory assets under management: $704,573,538 in the October 2022 data and $4,580,126,279 in the October 2026 data, up 550%. Total employees: 45 in October 2022 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GSV Equity Holdings, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does GSV Equity Holdings, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322865

**What changed in GSV Equity Holdings, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 21. Regulatory assets under management went from $5,443,443,512 to $4,573,471,744 (-16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,580,126,279
- Discretionary: $1,216,537,169
- Non-discretionary: $3,363,589,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $4,580,126,279 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 44 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatersumventures.com
- LinkedIn @greatersumventures

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $704,573,538 | 45 | August 5, 2022 |
| October 2023 | $963,243,122 | 39 | September 7, 2023 |
| October 2024 | $5,328,914,331 | 34 | June 7, 2024 |
| October 2025 | $5,836,346,495 | 33 | May 5, 2025 |
| October 2026 | $4,580,126,279 | 44 | September 15, 2026 |

Regulatory assets under management: $704,573,538 in the October 2022 data and $4,580,126,279 in the October 2026 data, up 550%.
Total employees: 45 in October 2022 and 44 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 21.
- Regulatory assets under management went from $5,443,443,512 to $4,573,471,744 (-16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GSV Equity Holdings, LLC (CRD 322865): Form ADV filing data as of October 2026.