Goldberg Lindsay & Co LLC

RIASEC Registered

Total AUM

$11.9B

Discretionary

$11.9B

100% of AUM

Avg account

$361M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 141029
Registered since: July 21, 2006
Website: www.lindsaygoldbergllc.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Goldberg Lindsay & Co LLC is an SEC-registered limited liability company that operates as a manager of pooled private funds, primarily in private equity. The firm was registered with the SEC in 2006 and serves an institutional client base. Its business and advisory activities include portfolio management for pooled investment vehicles and roles consistent with a sponsor/GP/managing member. The firm also reports CPO/CTA activity, indicating involvement with commodity or futures-related pooled products alongside its private funds business. Fee arrangements combine a percentage-of-assets model with performance-based fees, and the firm identifies itself as an active ESG investor. Ownership is a mix of a domestic entity and individual owners; Goldberg Lindsay is not structured as a capital allocator and is not classified as a multi-state adviser.