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Goalvest Advisory
Goalvest Advisory is an SEC-registered investment adviser in New York, NY, registered since 2019. The firm manages $778 million in assets, with $759 million...
Overview
Goalvest Advisory is an SEC-registered investment adviser in New York, NY, registered since 2019. The firm manages $778 million in assets, with $759 million discretionary. It has 10 employees and 7 investment advisers.
General information
Firm type
Private Equity
Year founded
2019
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Goalvest Advisory?
No individual principals have been identified in public filings, the firm's website, or professional networks as of the latest available information. The decision-making structure remains unknown.
Does Goalvest Advisory participate in fund commitments or only direct deals?
The firm's investment structure is not publicly documented. It has not disclosed whether it raises committed capital through blind-pool funds or deploys capital through direct deals and special-purpose vehicles.
Which sectors does Goalvest Advisory target?
No sector focus has been publicly stated or confirmed through announced portfolio holdings. Any sector preferences remain internal to the firm.
Is Goalvest Advisory open to outside limited partners?
With no public marketing presence and no visibility into its funding model, it is unclear whether the firm accepts third-party institutional capital or manages capital from a single source.
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