SourcingSourcing

GOLDNER HAWN LP

C26
CRD 299154·SEC 801-117082·MINNEAPOLIS, MN
AUM
$898.9M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLDNER HAWN LP
CRD
299154
SEC file #
801-117082
EIN
871342450
DBA names
Goldner Hawn

Economics

AUM
$898.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$177.9M → $898.9M▲ +405%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
13
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
8 advisors → 11 advisors▲ +38%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
goldnerhawn.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORNELL, CHADWICK, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
CORNELL, CHADWICK, MICHAEL
HEINEN, JOSEPH, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOLDNERHAWN.COM
Rdap Domain Creation Date
2006-01-30T23:08:24Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
556
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001871682
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2021-07-13
Edgar Last Filing Date
2024-12-26
Edgar Form D Count
4
Edgar Form D Offerings
2024-12-262024-12-26 · 0001871682-24-000001
2023-10-062023-10-06 · 0001871682-23-000002
Edgar Former Names
GC OpCo Holding, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O GOLDNER HAWN LP90 SOUTH 7TH STREET, SUITE 3700MINNEAPOLIS, MN 55402
Business
C/O GOLDNER HAWN LP90 SOUTH 7TH STREET, SUITE 3700MINNEAPOLIS, MN 55402
Edgar EIN
871342450
Edgar Recent Filings
D2024-12-26 · 0001871682-24-000001
D2023-10-06 · 0001871682-23-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-30T23:08:24Z
Rdap Domain Last Changed
2019-10-22T20:37:11Z
Rdap Nameservers
Ns7.worldnic.comNs8.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6309842
Trust Company Affiliate
No

People (6)

6
CORNELL, CHADWICK, MICHAEL
Direct Owner · 37.5%
6309842
HEINEN, JOSEPH, MICHAEL
Direct Owner · 37.5%
6005554
TOMASHEK, ANDREW, M
Direct Owner · 37.5%
5654046
BRASS, JASON, THEODORE
Direct Owner · 17.5%
2374443
HAAGENSON, GRACE, NANETTE
Executive Officer · 2.5%
6309851
SUBRAMANIAM, ROHIT, V
Executive Officer · 2.5%
6111767