GOODFINCH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$104M
Accounts
15
Employees
23
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
309789
Registered since
July 26, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Goodfinch Management, LLC is an SEC‑registered investment manager organized as a limited liability company and active since 2021. The firm runs pooled investment vehicles for institutional clients and serves as sponsor, general partner and managing member on those vehicles rather than acting primarily as a pure capital allocator. Its advisory mandate centers on private fund management — notably private equity — and the firm charges a combination of AUM‑based fees and performance‑linked fees. Goodfinch does not position itself as an ESG‑focused investor and currently operates under a single‑state registration footprint. Investment activity is concentrated on sponsoring and operating closed‑end funds and similar pooled structures. That operational posture suggests hands‑on underwriting, deal selection and active portfolio management across the funds it advises. Given the client base and fee arrangement, Goodfinch’s model is oriented toward institutional limited partners and performance‑driven fund economics.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ANDREW CORONIOS

    General Counsel and Chief Compliance OfficerCRD 8031905

  • Tanguy Serra

    Partner, CIOCRD 7278977

Contacts

1 of 1
  • HAYDEN BARNARD

    ChairmanCRD 7278978

Wealth teams

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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
350 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth