Golden Capital Partners LLC logo

Golden Capital Partners LLC

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

Golden Capital Partners LLC offers ongoing asset management and business consulting services, including retirement‑plan rollover advice, to institutional and pooled investment vehicles as well as corporate and high‑net‑worth clients. The firm’s consulting scope, as described in its disclosure brochure, covers M&A advisory, capital formation, debt restructuring, operational efficiency and related corporate finance work.

Portfolios are managed in accordance with each client’s financial situation, objectives and risk tolerance, and the firm can operate on a discretionary basis when authorized. Its stated methods include fundamental and technical analysis and a range of strategies from long‑ and short‑term positions and value investing to options, futures and tactical/strategic asset allocation, with regular monitoring of accounts.

Distinctive features noted in the brochure include the use of hourly billing for business consulting engagements—an arrangement that is relatively uncommon for firms in this category—and the availability of performance‑based strategies subject to qualified‑client restrictions and a high‑water‑mark. The firm is newly registered with no assets under management as of the disclosure date and has registered as a commodity trading advisor with the CFTC/NFA pending regulatory approval.

Client services

Financial planning Portfolio management Business consulting

Expertise

Options & derivatives strategies Active portfolio management Business sale tax planning Business ownership considerations

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

2.00% annually

Project-based

$1,000 per hour for business consulting services

Performance-based

25% of capital appreciation payable monthly in arrears with a high water mark; only for qualified clients

Main office

Sunny Isles Beach FL

Advisors at this office

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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