PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:55 AM ET

Sponsor Check › Sponsor group

G

Goldstein

One sponsor team, 2 deal companies · New York, NY

Grouped because: 1 shared person, same business address (2 issuers), similar issuer names (2) (automatic match from the filings) · not the same sponsor?

2deal companies
$72.6Mreported sold
127investors
39Form D filings
2009–2026active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 16, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Goldstein is a sponsor group of 2 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 39 Form D filings between Mar 2009 and Jan 2026.

What this means One team, 2 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $72.6M to 127 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (2). Issuers are based in NY (2).

What this means $72.6M raised across the group, about $571K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Paul Carl Goldstein (2 issuers, executive officer and director) and Richard Hill Knecht (1 issuer, director).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jan 16, 2026.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 39 public filings for Goldstein and found 9 differences, 5 worth asking the sponsor about: Investor count went down between filings; Paid seller listed without a CRD number: Prime Quadrant; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Goldstein has not run yet — it is joining a line of 43,470 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 closed (disposition not in docket feed)

United States v. Goldstein Corp. closed matched at sponsor-group level (Goldstein)
District Court, D. Massachusetts · No. 1:92-mc-10128 · Filed Feb 4, 1992 · Closed Jul 9, 1992
Role of Goldstein Corp.: Defendant · Outcome: Terminated 1992-07-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1992, first Form D 2009
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Goldstein..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

GOLDSTEIN COMPANY INC., THE closed matched at sponsor-group level (Goldstein)
United States Bankruptcy Court, N.D. Alabama · No. 89-06513 · Filed May 4, 1989 · Closed Jul 26, 1989
Role of GOLDSTEIN COMPANY INC., THE: Debtor · Outcome: Case closed 1989-07-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in AL (not the issuer's state); filed 1989, first Form D 2009
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

9 differences found between the filings for Goldstein — 5 worth asking about (compared 39 filings on Oct 24, 2026)

Worth asking · Sep 16, 2010 – Mar 4, 2011

Investor count went down between filings — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP

The Sep 16, 2010 filing reports 71 investors; the Mar 4, 2011 Form D/A reports 69 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Mar 18, 2009

Paid seller listed without a CRD number: Prime Quadrant — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP

Prime Quadrant is listed as receiving sales compensation on 1 filing (Mar 18, 2009) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Mar 17, 2009

Paid seller listed without a CRD number: Prime Quadrant — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD

Prime Quadrant is listed as receiving sales compensation on 1 filing (Mar 17, 2009) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Sep 1, 1995 – Mar 2, 2012

Form D filed 6,027 days after the first sale — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP

The filing says the first sale was Sep 1, 1995. The Form D was filed Mar 2, 2012 — 6,027 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 6,012 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Note · Sep 1, 1995 – Mar 4, 2011

No amendment in the last 12 months on an offering that may still be open — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP (latest filing Mar 4, 2011)

The latest filing for this offering is dated Mar 4, 2011 (first sale Sep 1, 1995). It reports $33,971,966 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Worth asking · Feb 27, 2014 – Feb 23, 2015

Richard Hill Knecht is no longer listed on the Feb 23, 2015 amendment — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD

Richard Hill Knecht appears on the Feb 27, 2014 Form D/A (director) but not on the Feb 23, 2015 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Mar 4, 2010 – Sep 16, 2010

Paul Carl Goldstein's role changed at GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP: director → executive officer

The Mar 4, 2010 filing lists Paul Carl Goldstein as director; the Sep 16, 2010 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jan 26, 2018 – Jan 16, 2026

4 address changes between filings

Address moved from Long Island City, NY to New York, NY — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD · Address moved from Long Island City, NY to New York, NY — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP · Address moved from New York, NY to Long Island City, NY — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD · Address moved from New York, NY to Long Island City, NY — GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Sources
Note · Jan 16, 2026

Member companies were formed in 2 different states

Delaware (1), Virgin Islands, British (1) — out of 2 member issuers. The odd ones out: GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD (Virgin Islands, British).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 3 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 16, 2026 D/A
GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTD
File 021-63800
$0$0$0
Investment manager is entitled to receive a management fee in an amount equal to a percentage of assets under management.
None listed on this filingEDGAR ↗
Jan 16, 2026 D/A
GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP
File 021-174287
$0$0$0
General Partner or Investment Manager is entitled to receive a management fee in an amount equal to a percentage of assets under management.
None listed on this filingEDGAR ↗
Mar 4, 2011 D/A
GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LP
File 021-71125
$0$0$0
Investment Manager is entitled to receive a management fee in an amount equal to a percentage of assets under management.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 2 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Goldstein in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗GC GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund19$23,513,406
offering Indefinite · similar: $155,000–$5,250,000
47
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2026
EDGAR ↗GC GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund20$49,042,091
offering Indefinite · similar: $155,000–$5,250,000
80
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 16, 2026GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$23,513,406
EDGAR ↗Jan 16, 2026GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$49,042,091
EDGAR ↗Jan 16, 2025GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$22,664,653
EDGAR ↗Jan 16, 2025GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$46,313,290
EDGAR ↗Jan 19, 2024GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$21,889,319
EDGAR ↗Jan 19, 2024GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$46,293,290
EDGAR ↗Jan 20, 2023GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$19,825,773
EDGAR ↗Jan 20, 2023GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$45,088,290
EDGAR ↗Jan 20, 2022GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$19,809,170
EDGAR ↗Jan 20, 2022GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$44,774,290
EDGAR ↗Jan 20, 2021GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$19,719,084
EDGAR ↗Jan 20, 2021GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$44,774,290
EDGAR ↗Jan 24, 2020GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$18,372,246
EDGAR ↗Jan 24, 2020GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$43,434,290
EDGAR ↗Jan 25, 2019GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$18,307,942
EDGAR ↗Jan 25, 2019GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$43,414,290
EDGAR ↗Jan 26, 2018GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$18,193,790
EDGAR ↗Jan 26, 2018GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$41,414,290
EDGAR ↗Feb 8, 2017GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$38,464,290
EDGAR ↗Feb 8, 2017GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$18,162,319
EDGAR ↗Feb 22, 2016GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$17,651,021
EDGAR ↗Feb 22, 2016GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$35,909,986
EDGAR ↗Feb 23, 2015GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$17,179,341
EDGAR ↗Feb 23, 2015GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$35,789,986
EDGAR ↗Feb 27, 2014GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$15,142,042
EDGAR ↗Feb 26, 2014GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$35,282,986
EDGAR ↗Feb 28, 2013GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$14,824,576
EDGAR ↗Feb 28, 2013GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$34,677,986
EDGAR ↗Mar 2, 2012GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$13,376,016
EDGAR ↗Mar 2, 2012GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPDPooled Investment FundIndefinite$34,352,986
EDGAR ↗Mar 4, 2011GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$13,004,938
EDGAR ↗Mar 4, 2011GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$33,971,966
EDGAR ↗Sep 16, 2010GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$33,412,664
EDGAR ↗Mar 4, 2010GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$11,569,324
EDGAR ↗Mar 4, 2010GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$33,348,598
EDGAR ↗Apr 3, 2009GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$10,903,730
EDGAR ↗Apr 3, 2009GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$31,870,314
EDGAR ↗Mar 18, 2009GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO LPD/APooled Investment FundIndefinite$31,870,314
EDGAR ↗Mar 17, 2009GOLDSTEIN CAPITAL MANAGED BOND PORTFOLIO OFFSHORE FD LTDD/APooled Investment FundIndefinite$10,903,730

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 16, 2026. Industry history, as reported on each offering's latest filing: All 3 offerings reported: Pooled Investment Fund (2009–2012).

People across the group

NameRolesIssuers hereFirst → last listed
PG Paul Carl GoldsteinExecutive Officer, Director2Mar 17, 2009 → Jan 16, 2026
RK Richard Hill KnechtDirector1Mar 2, 2012 → Feb 27, 2014

Business registration (state registry / Secretary of State)

1 of 2 issuers have a matched state registry record — records by status: active 1.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Goldstein.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Goldstein as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Goldstein's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #45,314 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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