Goodwin Capital Advisers, Inc.
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 108290
- Registered since
- December 14, 1971
- Custodians
- STATE STREET BANK AND TRUST COMPANY, PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government60.35%
- Pension & Profit Sharing Plans30.64%
- Pooled Investment Vehicles9.01%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Goodwin Capital Advisers, Inc. is a corporation registered with the SEC since 1971 that operates as an institutional registered investment adviser. The firm serves institutional clients and charges both asset-based fees and fixed fees. Its advisory remit includes portfolio management for pooled investment vehicles as well as for businesses and other institutions, and it is engaged in CPO/CTA activities. Goodwin Capital Advisers identifies as an active ESG investor. The firm has several industry touchpoints beyond pure advisory work: reported affiliations include broker-dealer relationships, connections with insurance companies and real estate brokerage, and roles as sponsor, general partner or managing member of pooled vehicles and limited partnerships. Although the firm is not classified as a capital allocator, its activities indicate active sponsor/manager involvement in pooled structures and a mix of in-house and externally sourced investment exposure.
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
Asset composition
- Investment Grade Corp Bonds53%
- Other27%
- US Government Bonds10%
- State & Local Bonds5%
- Exchange Traded Equities3%
Owners & executives
3 of 4
Jung Lee
Chief Operating Officer & Chief Financial OfficerCRD 2791334
Linwood Bradford
Chair and Chief Executive OfficerCRD 4179446

Richard Sega
Global Chief Investment StrategistCRD 2241037
Contacts
3 of 4
Cynthia Beaulieu
Managing Director, Portfolio ManagementCRD 5033868
Matthew Daly
Managing Director, Head of ResearchCRD 2638773

Lynn Ryan
Managing DirectorCRD 2961638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hartford, CT
Hartford
Location
Hartford, CT
Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1 Financial Plz
- Time zone
- ET (UTC-5)
- Office locations
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