Goalvest Advisory
Asset Manager SEC-registered adviser
Legal name: Goalvest Advisory LLC
AUM
$777.6M
Regulatory AUM
Private funds
4
Other 2 · Private Equity 1 · Venture Capital 1
Private fund assets
$16.8M
Gross asset value
Employees
10
Last Form D raise
—
From SEC Form ADV filing (filed Aug 12, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Goalvest Pre-Ipo Growth Fund LP | Private Equity | $13.4M | — | — | — | |
| Goalvest Venture Growth Fund II LP | Venture Capital | $2.1M | — | — | — | |
| Dataminr SPV, A Series of Goalvest Master 2021, LLC | Other | $943K | — | — | — | |
| Klarna SPV, A Series of Goalvest Master 2021, LLC | Other | $253K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 285374
- SEC file number
- 801-116790
Sources
- SEC Form ADV Oct 14, 2026