GOAT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 313952
- Registered since
- March 29, 2022
- Website
- goat.vc
Firm profile
FINTRXOverview
Goat Capital Management, LLC is an LLC that registered with the SEC in 2022 and is owned by an individual. The firm is listed as unclassified in the snapshot data and does not identify as an active ESG investor or a multi-state adviser. Publicly available profile fields for client type, fee structure and core advisory activities are blank, suggesting the firm emphasizes pooled vehicles over traditional advisory relationships. Firm filings and affiliation tags indicate Goat Capital functions in sponsor and general partner roles: it is identified as an other investment adviser and sponsor, a GP, and a managing member of pooled investment vehicles. That alignment points to a business model centered on running private investment funds rather than operating as a typical discretionary RIA servicing retail accounts.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Robin Chan
Co-Founder and Managing PartnerCRD 7529787
Justin Kan
General PartnerCRD 7529791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 2261 Market St
- Time zone
- PT (UTC-8)
- Office locations
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