GOLDCREST ADVISORY II, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 339646
- Registered since
- November 26, 2025
Firm profile
FINTRXOverview
Goldcrest Advisory II, LLC is an LLC that operates primarily as a sponsor and general partner of pooled investment vehicles, with activities focused on venture capital fund management. The firm is SEC-registered (2025) and organized under a domestic ownership structure that includes individual ownership. Its registration profile and activity mix indicate the business is built around fund sponsorship and GP-level management rather than running a traditional retail advisory practice. The firm is not an active ESG investor and is not set up as a multi-state advisory platform.
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
Contacts
2 of 2DANIEL FRIEDLAND
Co-Founder and Managing DirectorCRD 6565458
ADAM ROSS
PartnerCRD 6159746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5956 Sherry Ln
- Time zone
- CT (UTC-6)
- Office locations
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