GOALVEST ADVISORY LLC
CRD #285374 SEC #801-116790 NEW YORK, NY (646) 941-8458
SEC Registered Private Funds
Total AUM
$628.3M
Discretionary
$623.2M
Employees
9
Clients
26
Accounts
1,139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $628.3M | $623.2M | $5.1M | 9 | 2 |
| Sep 2025 | $628.3M | $623.2M | $5.1M | 9 | 2 |
| Mar 2025 | $628.3M | $623.2M | $5.1M | 9 | 2 |
| Jan 2025 | $675.1M | $675.1M | $0 | 7 | 1 |
| Jun 2024 | $463.4M | $463.4M | $0 | 7 | 1 |
| May 2024 | $463.4M | $463.4M | $0 | 7 | 1 |
| Mar 2024 | $463.4M | $463.4M | $0 | 6 | 1 |
| Jan 2024 | $463.4M | $463.4M | $0 | 6 | 1 |
| Jan 2024 | $393.7M | $393.7M | $0 | 6 | 2 |
| Nov 2023 | $393.7M | $393.7M | $0 | 7 | 2 |
| Nov 2023 | $393.7M | $393.7M | $0 | 7 | 2 |
| Oct 2023 | $393.7M | $393.7M | $0 | 6 | 2 |
| Oct 2023 | $393.7M | $393.7M | $0 | 6 | 2 |
| Sep 2023 | $393.7M | $393.7M | $0 | 7 | 2 |
| Sep 2023 | $393.7M | $393.7M | $0 | 7 | 2 |
| Aug 2023 | $286.7M | $286.7M | $0 | 7 | 2 |
| Mar 2023 | $286.7M | $286.7M | $0 | 7 | 2 |
| Oct 2022 | $252.2M | $252.2M | $0 | 7 | 1 |
| Sep 2022 | $252.2M | $252.2M | $0 | 7 | 1 |
| Jul 2022 | $252.2M | $252.2M | $0 | 7 | 1 |
| Jun 2022 | $252.2M | $252.2M | $0 | 6 | 1 |
| May 2022 | $252.2M | $252.2M | $0 | 6 | 1 |
| May 2022 | $252.2M | $252.2M | $0 | 6 | 1 |
| Apr 2022 | $252.2M | $252.2M | $0 | 6 | 1 |
| Mar 2022 | $252.2M | $252.2M | $0 | 5 | 1 |
| Mar 2022 | $252.2M | $252.2M | $0 | 5 | 1 |
| Sep 2021 | $170.8M | $170.8M | $0 | 5 | 1 |
| Mar 2021 | $170.8M | $170.8M | $0 | 1 | 1 |
| Jul 2020 | $95.7M | $95.7M | $0 | 1 | 4 |
| Jun 2020 | $95.7M | $95.7M | $0 | 1 | 4 |
| Mar 2020 | $95.7M | $95.7M | $0 | 1 | 4 |
| Nov 2019 | $75M | $75M | $0 | 1 | 7 |
| Oct 2019 | $75M | $75M | $0 | 3 | 7 |
| Jul 2019 | $75M | $75M | $0 | 2 | 7 |
| Jul 2019 | $75M | $75M | $0 | 2 | 7 |
| Jun 2019 | $34M | $34M | $0 | 2 | 7 |
| May 2019 | $34M | $34M | $0 | 2 | 7 |
| May 2019 | $34M | $34M | $0 | 2 | 7 |
| May 2019 | $34M | $34M | $0 | 2 | 7 |
DateOct 2025
Total AUM$628.3M
Discretionary$623.2M
Non-Disc.$5.1M
Employees9
Clients2
DateSep 2025
Total AUM$628.3M
Discretionary$623.2M
Non-Disc.$5.1M
Employees9
Clients2
DateMar 2025
Total AUM$628.3M
Discretionary$623.2M
Non-Disc.$5.1M
Employees9
Clients2
DateJan 2025
Total AUM$675.1M
Discretionary$675.1M
Non-Disc.$0
Employees7
Clients1
DateJun 2024
Total AUM$463.4M
Discretionary$463.4M
Non-Disc.$0
Employees7
Clients1
DateMay 2024
Total AUM$463.4M
Discretionary$463.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2024
Total AUM$463.4M
Discretionary$463.4M
Non-Disc.$0
Employees6
Clients1
DateJan 2024
Total AUM$463.4M
Discretionary$463.4M
Non-Disc.$0
Employees6
Clients1
DateJan 2024
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees6
Clients2
DateNov 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees7
Clients2
DateNov 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees7
Clients2
DateOct 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees6
Clients2
DateOct 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees6
Clients2
DateSep 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees7
Clients2
DateSep 2023
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees7
Clients2
DateAug 2023
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients2
DateMar 2023
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients2
DateOct 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees7
Clients1
DateSep 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees7
Clients1
DateJul 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees7
Clients1
DateJun 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees6
Clients1
DateMay 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees6
Clients1
DateMay 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees6
Clients1
DateApr 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2022
Total AUM$252.2M
Discretionary$252.2M
Non-Disc.$0
Employees5
Clients1
DateSep 2021
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2021
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees1
Clients1
DateJul 2020
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees1
Clients4
DateJun 2020
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees1
Clients4
DateMar 2020
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees1
Clients4
DateNov 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients7
DateOct 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees3
Clients7
DateJul 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients7
DateJul 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients7
DateJun 2019
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees2
Clients7
DateMay 2019
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees2
Clients7
DateMay 2019
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees2
Clients7
DateMay 2019
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees2
Clients7