SourcingSourcing

GOLDEN EAGLE STRATEGIES, LLC

B53
CRD 169362·SEC 801-134257·DELRAY BEACH, FL
AUM
$50.5M
$25M-$100M
Est. Revenue
$505K
@ 1% on AUM
Est. EBITDA
$152K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLDEN EAGLE STRATEGIES, LLC
CRD
169362
SEC file #
801-134257
EIN
000000000
DBA names
—

Economics

AUM
$50.5M
AUM band
$25M-$100M
AUM trajectory
'25'26
$53.5M → $50.5M▼ -6%
Client mix
Pooled Investment Vehicles3
Investment Companies1

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
DELRAY BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/goldeneaglestrategies(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZUCCARO, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ZUCCARO, ROBERT
ZUCCARO, MARY JANE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001888051
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2021-10-14
Edgar Last Filing Date
2025-04-21
Edgar Form D Count
5
Edgar Form D Offerings
2025-04-212025-04-21 · 0001888051-25-000002
2024-04-252024-04-25 · 0001888051-24-000002
Edgar Former Names
Golden Eagle Growth Fund Offshore, Ltd.

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
C/O OGIER GLOBAL (CAYMAN) LIMITED89 NEXUS WAYCAMANA BAY, GRAND CAYMAN, E9, KY1-9001
Business
C/O OGIER GLOBAL (CAYMAN) LIMITED89 NEXUS WAYCAMANA BAY, GRAND CAYMAN, E9, KY1-9001
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-04-21 · 0001888051-25-000002
D/A2024-04-25 · 0001888051-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4347931
Trust Company Affiliate
No

People (4)

4
ZUCCARO, ROBERT
Direct Owner · 37.5%
4347931
ZUCCARO, MARY JANE
Direct Owner · 37.5%
4347917
ZUCCARO, MARC, EVAN
Direct Owner · 17.5%
2498084
PERETZ, CRAIG, JOHN
Executive Officer · 2.5%
2383898