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 manager of pooled private funds, primarily in private equity. The firm was registered with the SEC in 2006 and serves an institutional client base. Its business and advisory activities include portfolio management for pooled investment vehicles and roles consistent with a sponsor/GP/managing member. The firm also reports CPO/CTA activity, indicating involvement with commodity or futures-related pooled products alongside its private funds business. Fee arrangements combine a percentage-of-assets model with performance-based fees, and the firm identifies itself as an active ESG investor. Ownership is a mix of a domestic entity and individual owners; Goldberg Lindsay is not structured as a capital allocator and is not classified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 4
Pickel 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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