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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| GOLDBERG, KAY, PATRICIA | I | MEMBER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| LOWENGART, SANFORD, PHILIP | I | CHIEF OPERATING OFFICER | NA | |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, JOHN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | C | |
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | C | |
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | C | |
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | C | |
| GOLDBERG, KATIE, PATRICIA | I | MEMBER | C |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (6)
CA NV NY SC TX WA
Address
1210 5TH AVENUE, #275SAN RAFAEL, CA 94901
United States
Phone: (415) 399-9100