GOLDSTEIN CAPITAL CORP.

other names
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Adviser Profile
As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2 -33.33%
Registration New York, Terminated, 04/09/2012
Other registrations (1)
AUM* 333,726,136 26.59%
of that, discretionary 333,726,136 26.59%
Private Fund GAV* 286,215,560 30.47%
Avg Account Size 9,815,475 -10.64%
% High Net Worth 55.17% -31.03%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
474M 407M 339M 271M 203M 136M 68M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$286,215,560

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Brochure Summary

Overview


• Goldstein Capital Corp. (GCC) was incorporated on March 30th, 1995.
• Paul Goldstein is the only principal owner of GCC.
• GCC provides investment advisory services for individuals, institutions, and pooled investment vehicles, such as GCC’s proprietary hedge fund -- the Goldstein Capital Managed Bond Portfolio (our “Hedge Fund”). B.
• The types of investment advisory services that GCC offers include overall portfolio reviews, asset allocation, asset selection and general investment advice.
• GCC provides investment advice with respect to a broad range of assets that include bonds, stocks, alternative investments, ETFs and mutual funds.
• GCC has extensive experience and expertise investing in high quality bonds such as US Treasury bonds, government agency bonds, mortgage-backed securities (MBS) and municipal bonds.
• One specialty of GCC is cash management.

• We apply our bond market expertise in the management of separately managed accounts as well as for our Hedge Fund -- a leveraged portfolio investing in high quality MBS. GCC has managed this Hedge Fund since 1995.
• Paul Goldstein, our President, and Chief Investment Officer has over 35 years of bond market experience. C.
• GCC typically customizes its investment advisory service to suit the unique needs of its clients (as noted in the section above). We manage a client’s account within the unique guidelines defined in that client’s investment management agreement, which may restrict investments to certain securities. D.
• GCC currently does not participate in wrap free programs. E.
• The amount of discretionary regulatory assets under management was $333,726,136 as of December 31st, 2023. There were no non-discretionary assets under management as of December 31st, 2023. 5 of 23