GOLDBERG LINDSAY & CO. LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 141029
- Registered since
- July 21, 2006
- Website
- www.lindsaygoldbergllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Goldberg Lindsay & Co LLC is an SEC-registered limited liability company that operates as a private fund manager with a focus on pooled investment vehicles. The firm registered with the SEC in 2006 and serves an institutional client base. Its public disclosure lists business activities as a CPO/CTA and advisory work centered on portfolio management for pooled funds. Goldberg Lindsay charges both percentage-of-AUM and performance-based fees and reports being an active ESG investor. The firm is structured as a private equity fund manager and also identifies industry roles as an investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2EPHRAIM MERNICK
COOCRD 5945880
ALAN GOLDBERG
CEO and Co-FounderCRD 1132982
Contacts
3 of 4Pickel James
General CounselCRD 7285669
ROBERT LINDSAY
Co-Founder and ChairmanCRD 1802687
JAMES TRIEDMAN
Managing PartnerCRD 5179889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 630 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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