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GOLDSTEIN CAPITAL CORP.

CRD 126146 · SEC 801-74044

Visit website

NY, United States

Phone

212-750-7450

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$279.6M

Discretionary AUM

$279.6M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)SUBADVISE FOR OTHER INVESTMENT ADVISER

Client types

TypeClientsAUM
High net worth individuals20$52.5M
Pooled investment vehicles3$211.9M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD