The GOALVEST ADVISORY is a privately held investment adviser that advises $777.57mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. GOALVEST ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 355.22% over the last 5-years.
The Group has been registered with the SEC for 7.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4 WORLD TRADE CENTER, SUITE 2908, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 7 investment and 3 non-investment staff. The total number of Employees increased by 233.33% over the last 5-years.
Their $777.57mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $543.74mn or 69.93% of Total Assets and Individuals own $101.03mn or 12.99% of Total Assets.
The Group's top investment strategies include Early Stage and Multi Strat, representing 92.87% and 7.13% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GOALVEST ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.