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Dublin, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenfield Realty (Dba) | Los Gatos | CA | 11/2015 | Present |
| Lucerna Capital Management Llc | Dublin | CA | 06/2026 | Present |
Name of the other business: Greenfield Realty (DBA of Sudeep Goel) Investment-related: No Nature of business: Real estate brokerage Address: 103 Costances Court, Los Gatos, CA 95032 Position: Broker / Owner Start date: 11/2015 Approximate hours/month: 80 Hours/Month during securities trading hours: 15 Duties description: Sudeep Goel operates a real estate brokerage under the DBA Greenfield Realty (California Real Estate Broker License #01702007, active since November 2015). His duties include representing buyers and sellers in residential real estate transactions, listing and marketing properties, negotiating purchase agreements, and performing related brokerage activities. This business is not investment-related and is conducted separately from the advisory business of Lucerna Capital Management, LLC, which receives no compensation from it. Mr. Goel schedules these activities primarily outside of securities trading hours so as not to interfere with his advisory responsibilities to the Firm's clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
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