Golden Eagle Capital Advisors, Inc. (New York)

Name: Golden Eagle Capital Advisors, Inc.
Address: 747 Third Avenue, New York, NY, 10017
Telephone: +16467222725

Golden Eagle Capital Advisors, Inc. is a mid-sized advisory firm based in New York. It manages $28.77 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of District of Columbia and New York.

Golden Eagle Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Golden Eagle Capital Advisors: assets under management

The assets under management (AUM) of Golden Eagle Capital Advisors, Inc. is $28.77 million. The firm's AUM has grown by 1339% since the beginning of its operation, and $28.77 million of the total AUM is attributable to clients outside of the United States.

The firm manages $7.71 million in discretionary accounts and $21.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $770.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.01 million.

Investments

The firm invests in cash and cash equivalents the most. They account for 39% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 19% of the firm’s portfolio. Investments in exchange traded securities form 19% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Golden Eagle Capital Advisors, Inc. for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Golden Eagle Capital Advisors serves?

The firm provides services to individuals, investment companies, high net worth individuals, business development companies, and corporations or other businesses. The largest group of clients of Golden Eagle Capital Advisors is investment companies with 2 clients and $20.5 million of assets under management. Among the 0 most similar advisory firms, Golden Eagle Capital Advisors has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $28.77 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Golden Eagle Capital Advisors doesn't advise any private funds.

Careers at Golden Eagle Capital Advisors, Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maurizio Manzati	President - director	1 Jul 2014	50% - 75%	6485138
Luca Gorlero	Director - chief compliance officer	1 Jul 2014	50% - 75%	6485145
Siniscalco Paolo	Chief compliance officer	1 Oct 2015	Other	xxx-xx-xxxx

Based in New York

The principal office where Golden Eagle Capital Advisors, Inc. performs its advisory services is located at 747 Third Avenue, New York, NY 10017 The mailing address of the firm is Business Central Towers, Dubai, 53867. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +16467222725 or by fax +16467222501. The normal business hours are 9:00am - 6:00pm on Other. You can find more information about the New York firm at investmentmanagement-goldeneagle.com.