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| Happy Holidays!! thanks for using AUM13F!! |
| Goldstein Capital Corp
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| CRD # | 126146 |
| SEC # | 801-74044 |
| CIK # | |
| AUM | $308.0 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-750-7450 |
| Address | 4301 22nd St, Suite 516 Long Island City, NY 11101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Goldstein Capital Managed Bond Portfolio Master Fund Ltd | [2012-02-14] | 46.3 | 258.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.3 |
| (b) Individuals (high net worth individuals) | 15 | 35.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 258.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 4.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 308.0 |
| By Discretionary | ||
| Discretionary | 35 | 308.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 308.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.5 | |
| United States Persons | 292.4 | |
| Total | 35 | 308.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Goldstein | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bosun Asset Management LLC
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|
IL | 0.3 |
|
UNIO Capital LLC
✚
|
NJ | 0.3 |
|
Selway Asset Management Inc
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ID | 0.3 |
|
Alignment Financial Group LLC
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|
0.3 | |
|
Anchor Capital Management Group Inc
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|
CA | 0.3 |
|
Lloyd Harbor Capital Management LLC
✚
|
NY | 0.3 |
|
Hillman Capital Management Inc
✚
|
MD | 0.3 |
|
Chicago Wealth Management Inc
✚
|
IL | 0.3 |
|
Minerva Advisors LLC
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|
PA | 0.3 |
|
Regency Capital Management Inc
✚
|
HI | 0.3 |