{
  "crd_number": 314952,
  "slug": "goanna-capital-management-llc-west-palm-beach-fl-314952",
  "primary_business_name": "GOANNA CAPITAL MANAGEMENT LLC",
  "legal_name": "GOANNA CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-11",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 1858899907.0,
  "raum_discretionary": 1858899907.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1858899907.0,
      "count": 57
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/people/Goanna-Capital/pfbid02qHrgesiE4Sq2mXjZmLLcnQhqw82XTHbgkeAQaK8J4J2iXYrZG3swZnZmPt2ckVu1l",
    "https://goannacapital.com",
    "https://instagram.com/goannacapital",
    "https://linkedin.com/company/goanna-capital/about",
    "https://tiktok.com/@goannacapital",
    "https://youtube.com/@GoannaCapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314952",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/goanna-capital-management-llc-west-palm-beach-fl-314952",
  "display_name": "Goanna Capital Management LLC",
  "summary": "Goanna Capital Management LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Goanna Capital Management LLC (CRD 314952): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Goanna Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Goanna Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "How much does Goanna Capital Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Goanna Capital Management LLC located?",
      "a": "Goanna Capital Management LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Goanna Capital Management LLC registered with the SEC or a state?",
      "a": "Goanna Capital Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314952."
    },
    {
      "q": "How much does Goanna Capital Management LLC manage?",
      "a": "Goanna Capital Management LLC reports $1,858,899,907 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Goanna Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Goanna Capital Management LLC: Regulatory assets under management: $283,531,797 in the October 2022 data and $1,858,899,907 in the October 2026 data, up 556%. Total employees: 2 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Goanna Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (57)."
    },
    {
      "q": "Does Goanna Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314952"
    },
    {
      "q": "What changed in Goanna Capital Management LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-06-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 283531797.0,
      "total_employees": 2,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 309437596.0,
      "total_employees": 4,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 370399146.0,
      "total_employees": 5,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 596718062.0,
      "total_employees": 8,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1858899907.0,
      "total_employees": 19,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $2,224,713,890 to $1,858,899,907 (-16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $596,718,062 to $2,224,713,890 (+273%).",
        "Employees performing advisory functions went from 3 to 7.",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "The management fee is generally 2. 0%, but Goanna Capital reserves the right to waive, reduce or calculate differently such management fee with respect to any Investor."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The management fee is generally 2. 0%, but Goanna Capital reserves the right to waive, reduce or calculate differently such management fee with respect to any Investor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/goanna-capital-management-llc-west-palm-beach-fl-314952.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 1858899907.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314952",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}