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 institutional registered investment adviser organized as a limited liability company. The firm’s client focus is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. It operates as a sponsor, general partner and managing member of pooled vehicles, and its fee arrangement combines a percentage-of-assets component with the capacity to charge performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth