GOLDCREST ADVISORY II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
339646
Registered since
November 26, 2025

Firm profile

FINTRX

Overview

Goldcrest Advisory II, LLC is an LLC that operates primarily as a sponsor and general partner of pooled investment vehicles, with activities focused on venture capital fund management. The firm is SEC-registered (2025) and organized under a domestic ownership structure that includes individual ownership. Its registration profile and activity mix indicate the business is built around fund sponsorship and GP-level management rather than running a traditional retail advisory practice. The firm is not an active ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DANIEL FRIEDLAND

    Co-Founder and Managing DirectorCRD 6565458

  • ADAM ROSS

    PartnerCRD 6159746

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5956 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth