Goldenx Company

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Assets, Funds, Holdings

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Goldenx Company
CRD #326730
SEC #801-133980
CIK #0001942435
AUM $1.3 B (2026-03-28)
Employees 11 (45% Investors, 0% Brokers)
Phone781-222-3972
Address237 Lexington Street
Woburn, MA 01801
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1400112084056028002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 9 1,316.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 285 1,316.7
By Discretionary
Discretionary 285 1,316.7
Non-Discretionary 0 0.0
Total 285 1,316.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,316.7
Total 285 1,316.7
EDGAR Form CIK 2011 - 2026
D [0001942435]
Comparable Firms State AUM ($B)
Hermes GPE USA Inc
NY 1.7
CNL Strategic Capital Management LLC
FL 1.5
Levine Leichtman Strategic Capital LLC
CA 1.5
Morgan Properties Special Situations II LLC
PA 1.4
CornerStone Trust Management Services LLC
FL 1.1
Petiole USA Limited
NY 1.1
Invictus Fiduciary Services LLC
TN 1.0
Develop Capital Partners LP
NY 0.9
Innovative Capital Advisors LLC
IL 0.6
Brock Fiduciary Services LLC
NY 0.6
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