GOLDMAN LANCASTER, INC.

GOLDMAN LANCASTER, INC. of LONG BEACH, CA is an SEC-registered investment adviser (CRD 136134). Regulatory assets under management: $360.5M.

Registration

• CRD: 136134
• SEC file number: 801-78300
• Type: Registered investment adviser
• Location: 301 EAST OCEAN BLVD., SUITE 1150, LONG BEACH, CA, 90802
• Phone: 562-432-0234
• Latest filing: 2026-04-29
• Regulatory AUM: $360.5M
• Discretionary AUM: $336.0M
• Non-discretionary AUM: $24.5M
• Clients: 5
• Accounts: 752

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search