Golden Eagle Strategies, LLC

RIASEC RegisteredEst. 2025
Total AUM
$50.5M
Discretionary
$50.5M
100% of AUM
Avg account
$12.6M
Accounts
4
Employees
7
Advisory reps
4

Firm details

Headquarters
Delray Beach, Florida
CRD number
169362
Registered since
August 29, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.14%
  • Investment Companies20.86%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Golden Eagle Strategies, LLC is an SEC-registered hedge fund adviser organized as an LLC and owned by an individual. The firm lists institutional investors as its client base and provides portfolio management for investment companies and pooled investment vehicles. It serves as sponsor, general partner and managing member for pooled vehicles it manages, and charges a combination of percentage-of-AUM and performance-based fees. The adviser is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Zuccaro

    Robert Zuccaro

    Founder & CIOCRD 4347931

  • Craig Peretz

    COO & CFOCRD 2383898

Contacts

2 of 2
  • Marc Zuccaro

    Managing Principal and Portfolio ManagerCRD 2498084

  • Mary Jane Zuccaro

    MemberCRD 4347917

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Delray Beach, FL

Palm Beach

Location

Delray Beach, FL

Headquartered in Delray Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1615 S Congress Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth