| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Goalvest Pre-Ipo Growth Fund LP | Private Equity | $11.9M | $150K |
| Klarna SPV, a Series of Goalvest Master 2021, LLC | Other Private | $846K | $1K |
| Dataminr SPV, a Series of Goalvest Master 2021, LLC | Other Private | $342K | $1K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Sevasti Balafas Control | Ceo | Over 75% | 2016 |
| Thomas Gordon Kennedy | Chief Compliance Officer | Under 5% | 2025 |
Goalvest Advisory LLC reports $628.3 million in regulatory assets under management on its Form ADV.
Goalvest Advisory LLC manages 3 private funds with combined gross assets of $13.1 million.
Goalvest Advisory LLC reports 9 employees.
Goalvest Advisory LLC is based in New York, NY and has been SEC-registered since 2019.
Goalvest Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 World Trade Center, Suite 2908, New York, NY 10007 |
| Phone | (646) 941-8458 |
| Fax | N/A |
| Office hours | 8:00a.m.-6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $623.2M |
| Non-discretionary | $5.1M |
| Total (RAUM) | $628.3M |