Goldstein Capital Corp.
Firm details
- Headquarters
- ,
- CRD number
- 126146
- Registered since
- March 20, 2012
- Website
- www.goldsteincapital.com
- Custodians
- U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles75.77%
- HNWI18.77%
- Charitable Organizations2.4%
- Other Investment Advisers1.57%
- Corporations / Businesses0.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Goldstein Capital Corp. is a boutique hedge fund manager and registered investment adviser that serves high-net-worth individuals, families and institutional clients. The firm combines a fixed-income emphasis—notably a material allocation to U.S. government bonds—with active management through pooled vehicles it sponsors and operates. Its business model includes both a percentage-of-AUM fee and performance-based fees, and it provides portfolio management for individuals, pooled investment vehicles and institutional/business clients. Goldstein Capital acts as sponsor, general partner and managing member for its private funds, signaling direct operational control over the pooled strategies it runs. Investment positioning skews conservative in public markets, with a clear preference for fixed-income holdings, while alternative strategies play a central role in the firm’s overall platform. The firm is not an active ESG investor and does not classify itself as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds61%
- State & Local Bonds20%
- Exchange Traded Equities12%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1Paul Goldstein
President and Chief Investment OfficerCRD 1406741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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