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Goldenrod Capital Advisors LLC
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CRD # | 298448 |
SEC # | 801-114013 |
CIK # | |
AUM | $422.7 MM (2023-03-28) |
Employees | 8 (12% Investors, 0% Brokers) |
Phone | 402-991-6925 |
Address | 14606 Branch Street Omaha, NE 68154 |
Source | [IAPD] [Website] [Twitter] [Instagram] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | Goldenrod Capital Partners III LP | [2020-08-20] | 108.0 | 167.1 |
Other | Goldenrod Debt Fund Solutions LP | [2020-03-30] | 21.0 | 26.0 |
RE | Goldenrod Capital Partners II LP | [2019-05-10] | 0.0 | 143.9 |
RE | Goldenrod Capital Partners LP | [2018-08-20] | 108.0 | 111.7 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 422.7 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 422.7 |
By Discretionary | ||
Discretionary | 3 | 422.7 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 422.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 422.7 | |
Total | 3 | 422.7 |
Form D Directors | # Filings | # Firms | 2011 - 2023 |
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Zachary Wiegert | 4 |
Comparable Firms | State | AUM ($BB) |
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CWS Capital Partners LLC
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CA | 0.5 |
Citymark Capital Management Company LLC
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|
OH | 0.4 |
CP Capital US Partners LP
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|
NY | 0.4 |
Xebec Asset Management LLC
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|
TX | 0.4 |
MREC Management LLC
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|
CA | 0.4 |
Linchris Capital Management LLC
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|
MA | 0.4 |
Hawkeye Partners LP
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|
TX | 0.4 |
Truman Capital Advisors LP
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|
NY | 0.4 |
Sterling Investors LP
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|
NY | 0.4 |
Bloomfield Capital Holdings LLC
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|
MI | 0.4 |