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Fund Manager

GoalVest Advisory

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GA
GoalVest Advisory

Fund Manager

Primary Strategy: Venture Capital

Year Founded: 2017

Number of Employees: 11

Ownership: Self-Owned

Year End: December

Description

GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City. We build innovative, individualized, institutional-caliber portfolios for high-net-worth clients, corporations and other financial advisors and their clients. We invest in all asset classes including Equities, Fixed Income, Structured Notes, Private Assets and other Alternatives as appropriate f

Contact

Website: Link to website

LinkedIn: linkedin.com/company/goalvest-advisory

Address

4 World Trade Center, Suite 2908, New York, New York, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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