BasisRoute my position

Custodian

Goldman Sachs Custody Solutions

Goldman's RIA custody unit offers third-party long/short equity SMAs and planned its own long/short SMAs for summer 2026.

Website
Their fee
Charged by your advisor

Not disclosed. The unit sits in the Goldman global markets division and cites its prime brokerage experience.

Minimum
Not disclosed

Not disclosed.

Onboarding
Not disclosed
Status
Open

Named RIA clients include Concurrent, NewEdge, Steward Partners, Creative Planning, Prime Capital, Perigon, and Dynasty.

Advisor-held accounts. The unit targets RIAs with UHNW clients.

Products they offer

Tax-aware long/short

ProductProduct feeAll-in fee
Third-party long/short equity SMAs (managers not named)The article does not say whether the strategies are tax-aware.Not disclosedNot disclosed
Goldman Sachs long/short SMAsPlanned for summer 2026, per a spokesperson. Launch not confirmed.Not disclosedNot disclosed

Sources

Checked 2026-10. Confidence: medium.