GOLDFINCH PARTNERS

RIASEC RegisteredEst. 2019
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$298M
Accounts
7
Employees
8
Advisory reps
4

Firm details

Headquarters
BELLEVUE, Washington
CRD number
300919
Registered since
October 17, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Goldfinch Partners is a limited partnership that operates as a private equity manager and sponsor, focused on running pooled investment vehicles for institutional investors. The firm is SEC-registered (2019) and positions itself as a direct manager and general partner—sponsoring limited partnerships rather than acting as a broad capital allocator. Its advisory activity is concentrated on portfolio management for pooled vehicles, with fee arrangements that combine a percentage-of-AUM component and performance-based compensation to align incentives with investor returns. Investment activity centers on private markets. The firm’s client base is institutional, and its structure suggests a sponsor/GP-led approach to sourcing, packaging and running private equity investments. Goldfinch Partners does not identify as an active ESG investor and operates without multi-state adviser status, implying a more narrowly focused regulatory and operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRETT MILLER

    Chief Financial OfficerCRD 6933490

Contacts

3 of 3
  • Sean Collins

    Managing PartnerCRD 7083399

  • WILLIAM MCNICHOLS

    Co-Founder & Managing PartnerCRD 2089531

  • MATTHEW HERMAN

    Partner, General CounselCRD 7476025

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
10655 NE 4th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth