Golden State Equity Partners — Contact Email, Phone & Team

Overview

Golden State Equity Partners is a private equity firm based in Santa Ana, California, specializing in investments in lower middle-market companies. The firm offers a comprehensive support network to financial advisors, including flexible affiliation models, robust compliance oversight, strategic marketing assistance, advanced technology resources, a turnkey asset management program, and alternative investing platforms. Their approach is designed to empower advisors with greater business flexibility and integrated support mechanisms. As of March 31, 2025, Golden State Equity Partners reported assets under management of approximately $880 million, serving 1,490 clients with an average client size of $590,861. The firm's portfolio includes investments in various sectors, such as technology, healthcare, consumer goods, financial services, energy, industrial, media, telecommunications, retail, transportation, education, real estate, hospitality, agriculture, and mining. Golden State Equity Partners is committed to providing financial advisors with the autonomy to cultivate independent, impactful, and enduring practices, ensuring that when advisors succeed, their clients thrive.

Investment Focus

Focus on lower middle-market companies
Preference for companies with strong growth potential
Interest in a diverse range of industries
Willingness to engage in both minority and majority investments
Openness to various deal structures
Commitment to long-term value creation
Alignment with Golden State's strategic vision
Ability to collaborate with management teams
Interest in both control and non-control investments
Willingness to participate in follow-on investments
Preference for companies with scalable business models
Interest in both domestic and international opportunities
Alignment with Golden State's investment philosophy
Willingness to engage in active portfolio management
Interest in companies with strong management teams
Preference for companies with competitive advantages
Willingness to invest in both established and emerging markets
Alignment with Golden State's ethical standards

Portfolio Companies

Microsoft CorporationAlphabet Inc.NVIDIA CorporationSalesforce, Inc.Tesla, Inc.

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Frequently asked questions about Golden State Equity Partners

What sectors does Golden State Equity Partners invest in?

Golden State Equity Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Golden State Equity Partners is listed as a private equity in the ConnectSafely investor database.