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| Happy Holidays!! thanks for using AUM13F!! |
| Goldberg Advisers LLC
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| CRD # | 134174 |
| SEC # | 801-121095 |
| CIK # | |
| AUM | $356.8 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-399-9100 |
| Address | 1210 5th Avenue, 275 San Rafael, CA 94901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Goldberg Partners LP | [2011-11-17] | 5.9 | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 40.4 |
| (b) Individuals (high net worth individuals) | 106 | 316.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 356.8 |
| By Discretionary | ||
| Discretionary | 587 | 356.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 356.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 352.1 | |
| Total | 587 | 356.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Goldberg | 3 | ||
| NA Goldberg Advisers LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PhiloSmith Capital Corporation
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|
CT | 0.4 |
|
White Pine Capital LLC
✚
|
MN | 0.4 |
|
Gordian Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Roanoke Asset Management Corp
✚
|
NJ | 0.4 |
|
Miller Value Partners LLC
✚
|
FL | 0.4 |
|
Investment Research Partners LLC
✚
|
PA | 0.4 |
|
Masonry Capital Management LLC
✚
|
VA | 0.4 |
|
Blue Square Asset Management LLC
✚
|
NY | 0.4 |
|
Night Squared LP
✚
|
NY | 0.4 |
|
Bluestone Capital Management LLC
✚
|
PA | 0.4 |