# Goalvest Advisory

Goalvest Advisory is a Private Equity based in New York, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** goalvestadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/goalvest-advisory

## Regulatory record

- **CRD number:** 285374
- **SEC file number:** 801-116790
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285374

## About

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.

## 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.

## Related profiles

- [Goal Ventures](https://altss.com/profile/goal-ventures)
- [Goanna Capital](https://altss.com/profile/goanna-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/goalvest-advisory

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