Goodfinch Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 309789
- Registered since
- July 26, 2021
- Website
- goodfinch.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Goodfinch Management, LLC is a private-equity-focused advisory firm that manages pooled investment vehicles for institutional clients. The firm is organized as an LLC and became SEC-registered in 2021. It operates as a sponsor and general partner/manager of its pooled vehicles and charges a combination of asset-based fees and performance-linked fees. Goodfinch does not position itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Andrew Coronios
General Counsel and Chief Compliance OfficerCRD 8031905
Tanguy Serra
Partner, CIOCRD 7278977
Contacts
1 of 1
Hayden Barnard
ChairmanCRD 7278978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 350 California St
- Time zone
- PT (UTC-8)
- Office locations
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