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Goldstein Capital Corp.

● SEC registered since 2012CRD 126146SEC# 801-74044
Export (members)
Ranks #4,671 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$279.6M
Fund GAV
$211.9M
Private funds
1
Employees
2
Accounts
42
Location
—

About Goldstein Capital Corp.

Goldstein Capital provides investment expertise and concierge service covering cash management, bonds and stocks, and hedge fund strategies. It stresses working directly with an investment expert rather than a salesperson to define and reach financial goals.
Summary based on the firm’s website.

Goldstein Capital Corp. assets under management

Goldstein Capital Corp. operates as an SEC-registered investment adviser. The firm has been registered since 2012. It reports $279.6 million in regulatory assets under management and employs 2 people. Goldstein Capital Corp. manages 1 private fund with combined gross assets of $211.9 million, including Goldstein Capital Managed Bond Portfolio Master Fund, Ltd. By regulatory assets, it ranks 4,671 of 5,974 private fund managers.

Goldstein Capital Corp. private funds

1 funds · $211.9M GAV
FundTypeGross assetsMin.
Goldstein Capital Managed Bond Portfolio Master Fund, Ltd.Hedge$211.9M$500K

Goldstein Capital Corp. owners & executives

1 reported
NameTitleOwnershipSince
Paul Carl Goldstein ControlPresident & CcoOver 75%1995

Frequently asked questions

How much does Goldstein Capital Corp. manage?

Goldstein Capital Corp. reports $279.6 million in regulatory assets under management on its Form ADV.

How many private funds does Goldstein Capital Corp. manage?

Goldstein Capital Corp. manages 1 private funds with combined gross assets of $211.9 million.

How many employees does Goldstein Capital Corp. have?

Goldstein Capital Corp. reports 2 employees.

Does Goldstein Capital Corp. disclose fund performance?

Goldstein Capital Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone212-750-7450
Office hours9a.m.-6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$279.6M▼ 9%
Mar '25 — $308MApr '25 — $308MMay '25 — $308MJun '25 — $308MJul '25 — $308MAug '25 — $308MSep '25 — $308MOct '25 — $308MNov '25 — $308MDec '25 — $308MJan '26 — $308MFeb '26 — $308MMar '26 — $279.6MApr '26 — $279.6MMay '26 — $279.6MJun '26 — $279.6MJul '26 — $279.6MAug '26 — $279.6MSep '26 — $279.6M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,369 advisers
AUM vs fund managersTop 78%
Larger than 22% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 86%
More than 14% of 16,804 advisers

Assets under management

$279.6Mregulatory AUM
Discretionary $279.6M

Service providers