Golden State Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, with the capacity to serve individuals in non‑retail roles. The firm focuses on portfolio management and tailored recommendations for private investments (private equity, private credit, private real estate, venture capital and similar alternatives) and implements advice on a non‑discretionary basis; it uses asset‑based billing and also accepts certain hourly engagements.
The firm’s investment process emphasizes private and alternative investments, employing fundamental, technical, and quantitative analysis with a bias toward long‑term purchase strategies and customized due diligence on private placements. Clients complete suitability assessments and may impose written investment restrictions; Golden State does not engage in day‑trading and provides periodic monitoring and reviews of recommended private investments.
Distinctive features include its early‑stage profile—two advisors and reported $0 in assets under management as of February 2026—and a technology services arrangement with a separate affiliate that supports onboarding and operational functions, an arrangement the firm discloses and manages for potential conflicts. Golden State also does not sponsor private funds, does not maintain custody of client assets except to the limited extent of authorized fee deductions, and does not vote client proxies.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually (0.25% quarterly) Over $3,000,000 - $5,000,000: 0.75% annually (0.1875% quarterly) Over $5,000,000 - $15,000,000: 0.50% annually (0.125% quarterly) Over $15,000,000+: 0.25% annually (0.0625% quarterly)
$300 to $500 per hour depending on engagement
Account minimum: $50,000 Fee-only: Hourly rates range from $300 to $500 per hour depending on the scope and complexity
Main office
18250 Colima Rd. Ste 101
Rowland Heights CA 91748
Advisors at this office
2
Most active in
California · Texas
Also doing business as
California Securities · California Securities Advisory · Golden State Capital Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Hillary S
Series 63, Series 66
Rowland Heights, CA
Golden State Capital Inc.
Hillary Srilamsingha is a financial advisor with Golden State Capital Inc. holding Series 63 and Series 66 licenses. Although new to the industry with less than a year of experience, Hillary has held roles at several organizations including Golden State Tech Inc. and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, and venture capital. The firm emphasizes long-term strategies and customized due diligence, offering non-discretionary advice and periodic investment reviews.
Armand B
Series 63, Series 65
Rowland Heights, CA
Golden State Capital Inc.
Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.
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