SourcingSourcing

GOLDFINCH PARTNERS LP

C28
CRD 300919·SEC 801-117498·BELLEVUE, WA
AUM
$2.09B
$1B+
Est. Revenue
$20.9M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLDFINCH PARTNERS LP
CRD
300919
SEC file #
801-117498
EIN
933456492
DBA names
Goldfinch Partners

Economics

AUM
$2.09B
AUM band
$1B+
AUM trajectory
'20'26
$27.5M → $2.09B▲ +7477%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
2 advisors → 7 advisors▲ +250%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/goldfinchpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLLINS, SEAN, ROBERTS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
COLLINS, SEAN, ROBERTS
MCNICHOLS, WILLIAM
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
fallback_guess:goldfinch.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001996291
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-10-10
Edgar Last Filing Date
2023-10-10
Edgar Form D Count
1
Edgar Form D Offerings
2023-10-102023-10-10 · 0000950172-23-000134

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Jpmorgan8
E*trade4
Edgar Addresses
Mailing
C/O GOLDFINCH PARTNERS LP1301 SECOND AVENUE, SUITE 1700SEATTLE, WA 98101
Business
C/O GOLDFINCH PARTNERS LP1301 SECOND AVENUE, SUITE 1700SEATTLE, WA 98101
Edgar EIN
933456492
Edgar Recent Filings
D2023-10-10 · 0000950172-23-000134
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7083399
Trust Company Affiliate
No

People (4)

4
COLLINS, SEAN, ROBERTS
Direct Owner · 62.5%
7083399
MCNICHOLS, WILLIAM
Direct Owner · 62.5%
2089531
HERMAN, MATTHEW, FEILER
Executive Officer · 2.5%
7476025
MILLER, BRETT, THOMAS
Executive Officer · 2.5%
6933490