| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Robert Catone Control | Managing Member | 25-50% | 2018 |
| John Emile Nahas Control | Managing Member | 25-50% | 2017 |
| Patrick Michael Catone Control | Managing Member & Chief Compliance Officer | 25-50% | 2018 |
Golden State Equity Partners, LLC reports $880.4 million in regulatory assets under management on its Form ADV.
Golden State Equity Partners, LLC reports 27 employees.
Golden State Equity Partners, LLC is based in South Coast Metro, CA and has been SEC-registered since 2022.
Golden State Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707 |
| Phone | 866-273-1563 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $880.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $880.4M |