GOLDCREST ADVISORY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
281506
Registered since
September 29, 2015

Firm profile

FINTRX

Overview

Goldcrest Advisory, LLC is an SEC-registered limited liability company formed in 2015 that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is structured to run private funds rather than to provide traditional retail advisory services: it is identified as a manager of venture capital vehicles and serves as managing member for those pooled structures. Goldcrest is not listed as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or independent capital allocator. Ownership is recorded as domestic/individual and the firm’s regulatory classification is unclassified.

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

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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