GOLDNER HAWN

RIASEC RegisteredEst. 2019
Total AUM
$899M
Discretionary
$899M
100% of AUM
Avg account
$300M
Accounts
3
Employees
13
Advisory reps
6

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
299154
Registered since
July 29, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Goldner Hawn is structured as a limited partnership that serves institutional clients through portfolio management of pooled investment vehicles. The firm acts as sponsor, general partner and managing member for those vehicles, positioning itself more as an operator of private funds than as a traditional multi-client RIA allocator. Registered with the SEC in 2019, the firm uses a fee mix that includes percentage-of-AUM management fees, fixed fees and performance-based fees tied to fund performance. Goldner Hawn is not characterized as an active ESG investor and is not registered as a multi-state adviser for advisory activity. Business activity centers on private equity fund management rather than broad retail wealth management. Given its sponsor/GP role, the firm combines fund-level governance and direct fund management responsibilities with the accountability that comes from having concentrated institutional relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • ROHIT SUBRAMANIAM

    Chief Financial OfficerCRD 6111767

Contacts

3 of 5
  • CHADWICK CORNELL

    PartnerCRD 6309842

  • GRACE HAAGENSON

    TreasurerCRD 6309851

  • ANDREW TOMASHEK

    PartnerCRD 5654046

Unlock 2 more contacts

Wealth teams

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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

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
90 S 7th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth