Golden Eagle Capital Advisors, Inc.

RIASEC RegisteredEst. 2015
Total AUM
$46.8M
Discretionary
$0
0% of AUM
Avg account
$1.6M
Accounts
29
Employees
2
Advisory reps
5

Firm details

Headquarters
Dubai,
CRD number
173811
Registered since
May 20, 2015
Custodians
STONEX FINANCIAL INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees, Other
Client types
  • Pension & Profit Sharing Plans51.2%
  • Corporations / Businesses32.37%
  • HNWI15.39%
  • Investment Companies1.01%
  • Individuals0.03%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Golden Eagle Capital Advisors, Inc. operates as a small advisory firm that delivers fee-based financial planning and portfolio management to both high-net-worth individuals and institutional clients. The firm emphasizes advice delivered on a non-discretionary basis, meaning clients retain final trading authority while Golden Eagle provides recommendations and portfolio construction. Their advisory services cover individual and small-business portfolios, pooled investment vehicles and pension consulting, and the firm also acts as sponsor and managing member of pooled vehicles, which aligns with their running of one hedge fund. Investment activity is weighted toward pooled public vehicles—mutual funds make up the single largest holding category—while the firm also allocates to a range of alternatives through third‑party managers. Golden Eagle does not identify as an ESG-focused investor. Its fee arrangements are varied (percentage of AUM, hourly, fixed, subscription and performance-based fees), reflecting a mix of advisory work and active involvement with private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Cash & Cash Equivalents 21%, Exchange Traded Equities 13%, Investment Grade Corp Bonds 13%53%
  • Public Funds/Mutual Funds53%
  • Cash & Cash Equivalents21%
  • Exchange Traded Equities13%
  • Investment Grade Corp Bonds13%

Owners & executives

1 of 1
  • Maurizio Manzati

    Maurizio Manzati

    President, CEOCRD 6485138

Contacts

3 of 4
  • Kumi Ichikawa

    Independent Financial AdvisorCRD 2960345

  • David Mcconico

    David Mcconico

    Financial ConsultantCRD 1858170

  • Spiro Nanakos

    Spiro Nanakos

    CRD 6523529

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dubai, null

Location

Dubai, null

Headquartered in Dubai, null.

Address
Aurora Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth