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Building 2GOLDSTEIN CAPITAL CORP.

Map pin
Phone212-750-7450
NotebookSEC #801-74044
Total AUM
$279.6M
Employees
2
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-6PM
Monday - Friday
Phone
212-750-7450

ReceiptFinancials

Total AUM
$279.6M
Accounts
42
Discretionary
$279.6M
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.4M
HNW Individual Clients
20
AUM
$52.5M
Pooled Vehicle Clients
3
AUM
$211.9M
Charitable Organization Clients
1
AUM
$6.7M
Investment Advisor Clients
1
AUM
$4.4M
Insurance Company Clients
1
AUM
$38.5K
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUBADVISE FOR OTHER INVESTMENT ADVISER
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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