Golden Returns Advisors LLC

RIASEC Registered
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$3.5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
146716
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Golden Returns Advisors LLC is a small, institutionally focused adviser that concentrates on managing pooled investment vehicles. The firm serves as portfolio manager and also operates in sponsor/GP and managing member roles for at least one pooled vehicle, which indicates it builds and runs closed-end or pooled structures rather than just providing standalone advisory mandates. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, aligning part of its economics with fund outcomes. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. Given the scale of its assets and the single-client account profile, Golden Returns Advisors operates like a compact, boutique manager that centralizes investment decision-making in discretionary vehicles rather than running many retail or separately managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Kranzler

    David Kranzler

    Managing MemberCRD 1225570

  • Dean Dipaola

    Dean Dipaola

    Managing MemberCRD 5502991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth