G
CRD: 163344
Goldsborough Capital Management, LLC
Gaithersburg, MD, 20878
4109058854
$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
14 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-2012
- Office Locations
- 1
Office Locations
9711 Washingtonian Blvd Suite 550 Gaithersburg MD
About Goldsborough Capital Management, LLC
Goldsborough Capital Management, LLC is a Gaithersburg-based RIA. The firm has been operating for 14 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$816.6K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
Alpha quantum
Investment Themes
Pioneer Insight pioneer Element
Investment Vehicles
Vertex insight
Services
Delta radial Foundation Beacon Matrix crest Oak Insight insight North
Owner & Executives
S
STEPHANIE GOLDSBOROUGH BIGWOOD
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #735422
- Ownership
- 75% or more
(765) 438-2365
timber.horizon@bridgecapital.com
in linkedin.com/in/north-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,615,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,615,415 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,615,415
Equity - Exchange:
38.4% Public Funds:
26.3% Cash:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $883,275,707 | 38.4% |
| Public Funds | $604,951,851 | 26.3% |
| Cash | $811,969,595 | 35.3% |
| Total | $2,300,197,153 | 100.0% |