# GOLDBERG LINDSAY & CO. LLC

GOLDBERG LINDSAY & CO. LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 141029
- Type: SEC-registered investment adviser
- SEC file number: 801-67008
- Location: 630 FIFTH AVENUE, NEW YORK, NY, 10111
- Phone: 212-651-1100
- Latest filing: 2026-08-05
- Regulatory AUM: $11.9B
- Discretionary AUM: $11.9B
- Clients: 55
- Accounts: 33

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| [James Russell Triedman](https://search.stillhousedata.com/person/614500) | CO-CEO OF ADVISER; MANAGING PARTNER OF ADVISER | New York, NY |
| [Robert Demarest Lindsay](https://search.stillhousedata.com/person/690680) | CHAIRMAN OF ADVISER; MANAGING MEMBER | — |
| [Alan Edward Goldberg](https://search.stillhousedata.com/person/690681) | CEO OF ADVISER; CO-CEO OF ADVISER; MANAGER (+1 more) | — |
| [Teresa Elms Lindsay](https://search.stillhousedata.com/person/690682) | TRUSTEE | — |
| [Michael William Dees](https://search.stillhousedata.com/person/690683) | MANAGING PARTNER OF ADVISER | — |
| [James Christopher Pickel Jr](https://search.stillhousedata.com/person/690684) | CCO OF ADVISER | — |
| [Ephraim D Mernick](https://search.stillhousedata.com/person/690685) | COO OF ADVISER | — |
| [Steven Arnote Elms](https://search.stillhousedata.com/person/690686) | TRUSTEE | — |
| [KELLEY CRAIG PATRICK](https://search.stillhousedata.com/person/749469) | PARTNER OF ADVISER | — |
| [LINDSAY ROBERT DEMAREST](https://search.stillhousedata.com/person/757115) | CHAIRMAN; CHAIRMAN OF ADVISER; CO-MANAGING PARTNER (+7 more) | — |
| [GOLDBERG ALAN EDWARD](https://search.stillhousedata.com/person/757116) | CEO; CEO OF ADVISER; CHAIRMAN (+10 more) | — |
| [GODFREY ADAM PERHAM](https://search.stillhousedata.com/person/757117) | PARTNER; STOCKHOLDER | — |
| [HIRT LANCE LLOYD](https://search.stillhousedata.com/person/757118) | PARTNER; PARTNER OF ADVISER; STOCKHOLDER (+1 more) | — |
| [TRIEDMAN JAMES RUSSEL](https://search.stillhousedata.com/person/757119) | PARTNER | — |
| [RORISTON ROBERT JOHN SCOTT](https://search.stillhousedata.com/person/757120) | PARTNER, CFO & CHIEF COMPLIANCE OFFICER; PARTNER & COO; PARTNER, COO & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [FRY ERIC TODD](https://search.stillhousedata.com/person/758579) | PARTNER OF ADVISER | — |
| [WITMER RICHARD HOWELL](https://search.stillhousedata.com/person/758997) | TRUSTEE | — |
| [TRIEDMAN JAMES RUSSELL](https://search.stillhousedata.com/person/790532) | MANAGING PARTNER OF ADVISER; PARTNER; PARTNER OF ADVISER | — |
| [GOLDBERG MIRIAM PEYSER](https://search.stillhousedata.com/person/790533) | TRUSTEE | — |
| [LINDSAY TERESA ELMS](https://search.stillhousedata.com/person/790534) | TRUSTEE | — |
| [STONE JAMES MARTIN](https://search.stillhousedata.com/person/790535) | TRUSTEE | — |
| [LEW JACOB J](https://search.stillhousedata.com/person/791508) | MANAGING PARTNER OF ADVISER; PARTNER OF ADVISER | — |
| [DEES MICHAEL WILLIAM](https://search.stillhousedata.com/person/803844) | MANAGING PARTNER OF ADVISER; PARTNER; PARTNER OF ADVISER | — |
| [WEINBERG ANDREW SETH](https://search.stillhousedata.com/person/803845) | PARTNER; PARTNER OF ADVISER | — |
| [WERWAISS JOHN ANDREW WELSH](https://search.stillhousedata.com/person/803846) | PARTNER; PARTNER OF ADVISER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141029/similar
- Related entities: https://search.stillhousedata.com/firm/141029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.