GOLDEN STATE EQUITY PARTNERS, LLC
CRD #289796 SEC #801-112013 SOUTH COAST METRO, CA 866-273-1563
SEC Registered
Total AUM
$405.2M
Discretionary
$405.2M
Employees
24
Clients
26
Accounts
1,340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $405.2M | $405.2M | $0 | 24 | 0 |
| Jul 2022 | $405.2M | $405.2M | $0 | 24 | 0 |
| Jun 2022 | $405.2M | $405.2M | $0 | 24 | 0 |
| Jun 2022 | $405.2M | $405.2M | $0 | 23 | 0 |
| May 2022 | $405.2M | $405.2M | $0 | 24 | 0 |
| Mar 2022 | $405.2M | $405.2M | $0 | 24 | 0 |
| Nov 2021 | $239.2M | $239.2M | $0 | 11 | 0 |
| Aug 2021 | $239.2M | $239.2M | $0 | 11 | 0 |
| Mar 2021 | $239.2M | $239.2M | $0 | 11 | 0 |
| Feb 2021 | $19.9M | $19.9M | $0 | 4 | 0 |
| Feb 2021 | $19.9M | $19.9M | $0 | 4 | 0 |
| Oct 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Sep 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Sep 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Aug 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Jun 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Jun 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Jun 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Apr 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Mar 2020 | $19.9M | $19.9M | $0 | 4 | 0 |
| Sep 2019 | $27.5M | $27.5M | $0 | 3 | 0 |
| Aug 2019 | $27.5M | $27.5M | $0 | 3 | 0 |
| Feb 2019 | $27.5M | $27.5M | $0 | 3 | 0 |
| Feb 2019 | $27.5M | $27.5M | $0 | 3 | 0 |
| Jan 2019 | $27.5M | $27.5M | $0 | 3 | 0 |
| Sep 2018 | $24M | $24M | $0 | 3 | 0 |
| Apr 2018 | $11.7M | $11.7M | $0 | 3 | 0 |
| Apr 2018 | $11.7M | $11.7M | $0 | 3 | 0 |
| Mar 2018 | $11.7M | $11.7M | $0 | 3 | 0 |
| Feb 2018 | $11.7M | $11.7M | $0 | 1 | 0 |
| Feb 2018 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateSep 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees24
Clients0
DateJul 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees24
Clients0
DateJun 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees24
Clients0
DateJun 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees23
Clients0
DateMay 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees24
Clients0
DateNov 2021
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0