GOALVEST ADVISORY LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 285374). Regulatory assets under management: $777.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Investment cos.
| Name | Role | Location |
|---|---|---|
| Sevasti Balafas | CEO | New York, NY |
| Thomas Gordon Kennedy | CHIEF COMPLIANCE OFFICER | — |
| Mark Mclynn Strefling | CHIEF COMPLIANCE OFFICER | — |
| ST PIERRE MARTIN IZQUIERDO | CHIEF COMPLIANCE OFFICER | — |
| BALAFAS SEVASTI | CEO; CEO & CCO | — |
| PRITSOS KATHARINE ANASTASIA | CHIEF COMPLIANCE OFFICER | — |
Private Equity Fund: 1 · Venture Capital Fund: 1 · Other Private Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| GOALVEST PRE-IPO GROWTH FUND LP | Private Equity Fund | Delaware | 89 | $13.4M | $150K |
| GOALVEST VENTURE GROWTH FUND II LP | Venture Capital Fund | Delaware | 72 | $2.1M | $250K |
| DATAMINR SPV, A SERIES OF GOALVEST MASTER 2021, LLC | Other Private Fund | Delaware | 56 | $943K | $1K |
| KLARNA SPV, A SERIES OF GOALVEST MASTER 2021, LLC | Other Private Fund | Delaware | 54 | $253K | $1K |