J. GOLDMAN & CO., L.P.

RIASEC RegisteredEst. 2012
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$609M
Accounts
8
Employees
112
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157465
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

J. Goldman & Co, L.P. is a limited partnership that operates as a hedge fund manager and is SEC-registered since 2012. The firm serves an institutional client base and reports ownership tied to domestic entities and individuals. Its business profile includes acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. The firm also serves in sponsor/GP/managing-member roles for pooled structures. Fee arrangements combine a percentage-of-assets component with performance-based fees and other arrangements. J. Goldman & Co does not describe itself as an active ESG investor and is not documented as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 4
  • SAGAN WEISS

    Chief Compliance OfficerCRD 7080539

  • MICHAEL JULIANO

    Chief Operating OfficerCRD 6309114

  • JAY GOLDMAN

    Chief Executive OfficerCRD 709115

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Contacts

1 of 1
  • JOSEPH MAGARO

    President & PartnerCRD 6448583

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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ETF holdings

1 of 52

Active vs passive

$301M in ETFs

Passive

100%

$301M

Active

<1%

$602K

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$27.7M561,9079.21%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth