# Goldman Lancaster

Goldman Lancaster is a Bank / Wealth / Trust based in Long Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Long Beach, United States
- **Region:** North America
- **Address:** Long Beach, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** www.goldmanlancaster.com
- **LinkedIn:** https://www.linkedin.com/company/goldman-lancaster-inc

## Regulatory record

- **CRD number:** 136134
- **SEC file number:** 801-78300
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136134

## About

Goldman Lancaster is an SEC-registered investment adviser in LONG BEACH, CA, registered since 2013. The firm manages $361 million in assets, $336 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## Questions

### What is Goldman Lancaster's regulatory structure?

Goldman Lancaster operates as a Registered Investment Advisor. This means the firm is held to a fiduciary standard, legally requiring it to act in its clients' best interests when making investment recommendations and managing portfolios. The model is commission-free, which eliminates product-sale conflicts of interest common in broker-dealer arrangements.

### How does Goldman Lancaster construct client portfolios?

The firm builds portfolios using a mix of direct indexing, institutional mutual funds, ETFs, and separately managed accounts. Asset allocation targets span public equities, fixed income, and alternatives including private credit. Portfolios are customized to each client's goals, tax situation, and liquidity needs rather than using pre-set model portfolios.

### Is Goldman Lancaster affiliated with Goldman Sachs?

No. Despite the shared surname, Goldman Lancaster is an independent wealth management firm based in Long Beach, California and has no corporate affiliation with Goldman Sachs. It is not a subsidiary, spinout, or joint venture of the global investment bank.

## Related profiles

- [Goldman Environmental Foundation](https://altss.com/profile/goldman-environmental-foundation)
- [Goldman Sachs Asset Management](https://altss.com/profile/goldman-sachs-asset-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/goldman-lancaster

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology