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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENNEDY, THOMAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENNEDY, THOMAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENNEDY, THOMAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRITSOS, KATHARINE, ANASTASIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRITSOS, KATHARINE, ANASTASIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRITSOS, KATHARINE, ANASTASIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ST. PIERRE, ALICIA, IZQUIERDO | I | CHIEF COMPLIANCE OFFICER | NA | |
| STREFLING, MARK, MCLYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| BALAFAS, SEVASTI | I | CEO & CCO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
| Balafas, Sevasti | I | CEO | E | Control |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (6)
CA KS MA NJ NY TX
Address
4 WORLD TRADE CENTER, SUITE 2908NEW YORK, NY 10007
United States
Phone: (646) 941-8458