Goldenx Company
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 9
- Avg AUM / client
- $146M
- Accounts
- 285
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 9 | $1.3B | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Walker O'shaughnessy | Member | Jul 2002 (24y) | 75% or more of Positive Sum Advisors Llc (indirect) | |
| Eric Jason Golden | Chief Executive Officer / Chief Compliance Officer | CFA | Apr 2022 (4y) | 50% – 75% |
| Kevin Beckwith Bush | Registered representative | Apr 2024 (2y) | ||
| Trevor Harrison Dean | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Positive Sum Capital Lp | Shareholder | Aug 2022 | A | 10% – 25% |
| Grey Street Ventures Llc | Limited Partner | Oct 2020 | B | ≈ 2.5% – 12.5% via Positive Sum Capital Lp |
| Positive Sum Advisors Llc | General Partner | Oct 2020 | B | GP / trustee / elected manager of Positive Sum Capital Lp (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Grey Street Ventures Llc: 25% – 50% of Positive Sum Capital Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $770M (58% of AUM) Mar 2026
- National Financial Services (Fidelity) $546M (42% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗