J. Goldman & Co, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$609M
Accounts
8
Employees
112
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157465
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

J. Goldman & Co, L.P. is organized as a limited partnership and operates as a hedge fund manager that serves primarily institutional clients. The firm is SEC-registered (since 2012) and functions in roles that include sponsor, general partner, and managing member of pooled investment vehicles. Its advisory focus is portfolio management for pooled vehicles, and it also conducts business as a CPO/CTA. Compensation arrangements include percentage-of-AUM and performance-based fees, along with other fee elements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 4
  • Sagan Weiss

    Sagan Weiss

    Chief Compliance OfficerCRD 7080539

  • Michael Juliano

    Michael Juliano

    Chief Operating OfficerCRD 6309114

  • Jay Goldman

    Jay Goldman

    Chief Executive OfficerCRD 709115

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Contacts

1 of 1
  • Joseph Magaro

    Joseph Magaro

    President & PartnerCRD 6448583

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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ETF holdings

1 of 48

Active vs passive

$422M in ETFs

Passive

100%

$422M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP)State StreetPassiveConsumer Defensive$58.1M699,30813.77%

Location

Primary office

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
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth