GOAT CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
313952
Registered since
March 29, 2022
Website
goat.vc

Firm profile

FINTRX

Overview

Goat Capital Management, LLC is an LLC that registered with the SEC in 2022 and is owned by an individual. The firm is listed as unclassified in the snapshot data and does not identify as an active ESG investor or a multi-state adviser. Publicly available profile fields for client type, fee structure and core advisory activities are blank, suggesting the firm emphasizes pooled vehicles over traditional advisory relationships. Firm filings and affiliation tags indicate Goat Capital functions in sponsor and general partner roles: it is identified as an other investment adviser and sponsor, a GP, and a managing member of pooled investment vehicles. That alignment points to a business model centered on running private investment funds rather than operating as a typical discretionary RIA servicing retail accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Robin Chan

    Co-Founder and Managing PartnerCRD 7529787

  • Justin Kan

    General PartnerCRD 7529791

Wealth teams

FINTRX

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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Location

Primary office

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
2261 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth