AUMdb

Golden Spark Insights Merchant Banking Group Inc.

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 339382 · SEC file 801-134832 · Fairfax, VA · www.goldensparkinsight.com
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
$400M
Discretionary
$400M
Clients
2
Avg AUM / client
$200M
Accounts
2
Employees
1

AUM over time

$400M $400M
Oct 27, 2025 Mar 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026

Who they serve

Client typeClientsAUM% of AUM
Corporations and other businesses 2 $400M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/19/2026 859 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
  • Subscription fees
  • Performance-based fees

Services

  • Portfolio management for businesses/institutional clients
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.

View current Form ADV (SEC/IAPD) ↗