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| Golden Road Advisors LLC
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| |
|---|---|
| CRD # | 314077 |
| SEC # | 801-121158 |
| CIK # | 0002014454 |
| AUM | $143.2 MM (2024-08-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 813-491-1593 |
| Address | 615 W de Leon St Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.9 | |
| NVDA | 399,550.0 | 1.6 | |
| MSFT | 1,918,222.4 | 0.9 | |
| AMZN | 1,092,997.8 | 0.6 | |
| GOOGL | 1,475,138.5 | 0.5 | |
| AVGO | 201,282.9 | 0.4 | |
| GOOG | 1,482,566.4 | 0.4 | |
| META | 434,852.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 36.1 |
| (b) Individuals (high net worth individuals) | 88 | 91.3 |
| (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 | 8 | 14.1 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 143.2 |
| By Discretionary | ||
| Discretionary | 379 | 122.9 |
| Non-Discretionary | 9 | 20.3 |
| Total | 388 | 143.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.2 | |
| Total | 388 | 143.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002014454] |
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|---|---|---|
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WA | 0.1 |
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KDT Advisors LLC
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