GOLDBERG ADVISERS, LLC
Legal name: CAPITAL TRUST ADVISORS
CRD #134174 SEC #801-121095 SAN RAFAEL, CA (415) 399-9100
SEC Registered
Total AUM
$356.8M
Discretionary
$356.8M
Employees
4
Clients
101
Accounts
587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $356.8M | $356.8M | $0 | 4 | 0 |
| Apr 2025 | $356.8M | $356.8M | $0 | 4 | 0 |
| Mar 2024 | $330M | $330M | $0 | 4 | 0 |
| Jan 2024 | $251.7M | $251.7M | $0 | 2 | 0 |
| Dec 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Jun 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Jun 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 2 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 3 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 3 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 3 | 0 |
| Apr 2023 | $251.7M | $251.7M | $0 | 3 | 0 |
| Mar 2023 | $251.7M | $251.7M | $0 | 3 | 0 |
| Sep 2022 | $291M | $291M | $0 | 3 | 0 |
| Mar 2022 | $291M | $291M | $0 | 3 | 0 |
| Mar 2022 | $240.7M | $240.7M | $0 | 3 | 0 |
| Oct 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Jul 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Jun 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Jun 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Apr 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Mar 2021 | $240.7M | $240.7M | $0 | 3 | 0 |
| Nov 2011 | $4.8M | $4.8M | $0 | 1 | 1 |
| Nov 2011 | $4.8M | $4.8M | $0 | 1 | 1 |
| Aug 2011 | $4.8M | $4.8M | $0 | 5 | -- |
| Jun 2011 | $4.8M | $4.8M | $0 | 5 | -- |
| May 2011 | $4.8M | $4.8M | $0 | 5 | -- |
| Mar 2010 | $14.8M | $14.8M | $0 | 5 | -- |
| Mar 2008 | $24.5M | $24.5M | $0 | 5 | -- |
| Oct 2007 | $4.5M | $4.5M | $0 | 5 | -- |
DateDec 2025
Total AUM$356.8M
Discretionary$356.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$356.8M
Discretionary$356.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2011
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees1
Clients1
DateNov 2011
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$24.5M
Discretionary$24.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees5
Clients--