GoalVest Advisory is a fund manager in New York with $252.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
811845290
SEC advisor number
801-116790
FINRA CRD number
285374
AUM ?
$463.39 mm
(as of 16 Mar 24)
Accounts
1,039
(as of 16 Mar 24)
Employees
6
(4 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Goalvest Advisory LLC | $252.15 mm | |
Dataminr SPV, a Series of Goalvest Master 2021, LLC | $1.22 mm | Other Private Fund |
Goalvest Pre-ipo Growth Fund LP | $840.00 k | Private Equity Fund |
Klarna SPV, a Series of Goalvest Master 2021, LLC | $845.56 k | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22