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CRD 113098
CLAREMONT, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DONALD PAUL GOULD | n/a | CLAREMONT, CA | 24 | 43 | n/a | no |
| THOMAS KEYLON CARR | Certified Financial Planner | CLAREMONT, CA | 24 | 33 | 1 | no |
| PAUL MATHIAS GOLDENSOHN | n/a | HENDERSON, NV | 22 | 22 | n/a | no |
| SCOTT BRADLEY SMITH | Chartered Financial Analyst | CLAREMONT, CA | 21 | 22 | n/a | no |
| JOHN JOSEPH DEBIASE | Chartered Financial Analyst | CLAREMONT, CA | 14 | 14 | n/a | no |
| DEREK MATTHEW BALDWIN | Chartered Financial Analyst | CLAREMONT, CA | 11 | 12 | n/a | no |
| SERENA C LAM | Certified Financial Planner | CLAREMONT, CA | 7 | 14 | n/a | no |
| JEZMIER CORNEJO | n/a | CLAREMONT, CA | 2 | 13 | n/a | no |
| JOHN MATTHEW HEITKEMPER | Chartered Financial Analyst | CLAREMONT, CA | 1 | 28 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOULD, DONALD, PAUL | PRESIDENT, CHIEF INVESTMENT OFFICER | C | yes | 04/1999 | Apr 16, 2026 | Apr 16, 2026 |
| BALDWIN, DEREK, MATTHEW | SENIOR PORTFOLIO MANAGER | Na | no | 01/2025 | Apr 16, 2026 | Apr 16, 2026 |
| BRIDGEPORT FINANCIAL SOLUTIONS | Member | C | no | 05/2022 | Apr 16, 2026 | Apr 16, 2026 |
| CARR, THOMAS, KEYLON | CHIEF COMPLIANCE OFFICER, SENIOR PORTFOLIO MANAGER | A | no | 07/2020 | Apr 16, 2026 | Apr 16, 2026 |
| DEBIASE, JOHN, JOSEPH | SENIOR PORTFOLIO MANAGER | A | no | 06/2016 | Apr 16, 2026 | Apr 16, 2026 |
| GOLDENSOHN, PAUL, MATHIAS | Member | A | no | 04/1999 | Apr 16, 2026 | Apr 16, 2026 |
| SMITH, SCOTT, BRADLEY | SENIOR PORTFOLIO MANAGER | A | no | 06/2016 | Apr 16, 2026 | Apr 16, 2026 |
| CAMBRIDGE INVESTMENT GROUP, INC | Member | C | no | 05/2022 | Jun 3, 2022 | Aug 8, 2024 |
| DONALD P. GOULD 2020 GRAT | DONALD P. GOULD, TRUSTEE | Na | no | 07/2020 | Jul 6, 2020 | Aug 8, 2024 |
| DONALD P. GOULD 2021 GRAT | DONALD P. GOULD, TRUSTEE | Na | no | 07/2021 | Jun 3, 2022 | Aug 8, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 16, 2026 | $1.0B | $995M | 15 | 9 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $901M | $865M | 15 | 9 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $818M | $738M | 14 | 8 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $701M | $628M | 14 | 9 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $780M | $705M | 12 | 8 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $689M | $621M | 12 | 8 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $627M | $574M | 11 | 7 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $521M | $478M | 11 | 7 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $563M | $525M | 9 | 5 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $504M | $469M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $471M | $436M | 9 | 6 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $473M | $436M | 9 | 6 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $438M | $403M | 10 | 6 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $387M | $347M | 11 | 8 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $375M | $337M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $901M | 14.8% | $701M | 13.8% | 15 | 15 | 0 | 0 |