← Tributary

GOLDEN BELL PARTNERS, LLC

· CRD 172580 · IAPD ↗ · goldenbellpartners.com · 650-796-8659

$1.39BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
May 2024 — GOLDEN BELL PARTNERS, LLC crossed $1B in regulatory AUM ($993.2M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.