Goodnow Investment Group LLC

RIASEC RegisteredEst. 2006
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$189M
Accounts
6
Employees
8
Advisory reps
7

Firm details

Headquarters
Darien, Connecticut
CRD number
136792
Registered since
January 13, 2006
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.66%
  • Corporations / Businesses2.34%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Goodnow Investment Group LLC is an SEC-registered hedge fund adviser organized as an LLC and in operation since 2006. The firm manages pooled investment vehicles and provides portfolio management for businesses and institutions. Its client base is institutional, and its fee schedule combines asset-based fees with performance-based compensation. Goodnow does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Patrick Ferullo

    Chief Financial OfficerCRD 6157666

Contacts

3 of 6
  • John Birkett

    PartnerCRD 7335760

  • Michael Moore

    MemberCRD 7081413

  • Peter Gavey

    General PartnerCRD 1965618

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, 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
Fairfield
Address
9 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth