GOLDCREST ADVISORY, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 281506
- Registered since
- September 29, 2015
Firm profile
FINTRXOverview
Goldcrest Advisory, LLC is an SEC-registered limited liability company formed in 2015 that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is structured to run private funds rather than to provide traditional retail advisory services: it is identified as a manager of venture capital vehicles and serves as managing member for those pooled structures. Goldcrest is not listed as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or independent capital allocator. Ownership is recorded as domestic/individual and the firm’s regulatory classification is unclassified.
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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