Golden Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Golden Capital Management LLC
CRD #110667
SEC #801-57973
CIK #0001131340
AUM
Employees 23 (39% Investors, 17% Brokers)
Phone704-593-1144
Address10715 David Taylor Dr
Charlotte, NC 28262
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
10.08.06.04.02.00.01999200720152024
Sector Form 13F Holdings Value ($B)
Microsoft Corp 5.7
Apple Inc 4.9
Johnson & Johnson 3.4
J P Morgan Chase & Co 3.1
Home Depot Inc 2.7
Amazon Com Inc 2.6
Cisco Systems Inc 2.5
Facebook Inc 2.5
Exxon Mobil Corp 2.3
Alphabet Inc 2.1
View All
Holdings by Sector ($B)
50040030020010002012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,518 9.7
By Discretionary
Discretionary 1,500 7.4
Non-Discretionary 18 2.3
Total 1,518 9.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.7
Total 1,518 9.7
EDGAR Form CIK 2011 - 2025
13F-NT [0001131340]
Terms | Privacy | Guide
tony@aum13f.com