RIA Intelligence

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
TypePrivate Equity Fund
GAV$11.9M
Investors89
AuditorFRANK, RIMERMAN + CO. LLP
TypePrivate Equity Fund
GAV$11.9M
Investors89
AuditorFRANK, RIMERMAN + CO. LLP
TypePrivate Equity Fund
GAV$5.4M
Investors89
AuditorAKRAM & ASSOCIATES PLLC
TypeOther Private Fund
GAV$845.6K
Investors55
AuditorFRANK, RIMERMAN + CO. LLP
TypeOther Private Fund
GAV$845.6K
Investors55
AuditorFRANK, RIMERMAN + CO. LLP
TypeOther Private Fund
GAV$538.8K
Investors56
AuditorAKRAM & ASSOCIATES PLLC
TypeOther Private Fund
GAV$342.5K
Investors56
AuditorFRANK, RIMERMAN + CO. LLP
TypeOther Private Fund
GAV$342.5K
Investors56
AuditorFRANK, RIMERMAN + CO. LLP
TypeOther Private Fund
GAV$164.8K
Investors55
AuditorAKRAM & ASSOCIATES PLLC