Golden State Capital manages investment portfolios and provides advice primarily focused on private investments, including private equity, private credit, private real estate, and venture capital, alongside traditional asset classes like stocks and bonds. Golden State Capital operates on a non-discretionary basis, meaning clients retain final approval over all trades and portfolio decisions. The firm customizes its services based on each client's financial situation, risk tolerance, and time horizon, and can accommodate specific restrictions, including environmental and social preferences. Golden State Capital primarily serves individuals, high-net-worth families, and family offices, with a minimum investment requirement of $50,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
All fees are subject to individual negotiation. The rate applies to the entire portfolio under management.