# Goldfinch Partners

> Goldfinch Partners is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 300919
- Filed as: GOLDFINCH PARTNERS
- Legal name: Goldfinch Partners LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300919
- AdvisorCensus page: https://advisorcensus.com/firm/goldfinch-partners-bellevue-wa-300919

## Quick answers

**How is Goldfinch Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Goldfinch Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Goldfinch Partners located?**
Goldfinch Partners' principal office is in Bellevue, WA, according to its Form ADV.

**Is Goldfinch Partners registered with the SEC or a state?**
Goldfinch Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300919.

**How much does Goldfinch Partners manage?**
Goldfinch Partners reports $2,085,653,789 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Goldfinch Partners' assets and staff changed since 2021?**
In the Form ADV data for Goldfinch Partners: Regulatory assets under management: $223,346,876 in the October 2021 data and $2,085,653,789 in the October 2026 data, up 834%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Goldfinch Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Goldfinch Partners report any disciplinary disclosures?**
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/300919

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,085,653,789
- Discretionary: $2,085,653,789
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $2,085,653,789 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldfinchpartners.com
- LinkedIn @goldfinchpartners
- X @goldfinchpartn1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,346,876 | 4 | March 24, 2021 |
| October 2022 | $1,133,895,373 | 6 | September 27, 2022 |
| October 2023 | $1,673,422,669 | 9 | March 30, 2023 |
| October 2024 | $1,982,518,649 | 8 | April 15, 2024 |
| October 2025 | $2,050,893,838 | 8 | July 17, 2025 |
| October 2026 | $2,085,653,789 | 8 | March 25, 2026 |

Regulatory assets under management: $223,346,876 in the October 2021 data and $2,085,653,789 in the October 2026 data, up 834%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goldfinch Partners (CRD 300919): Form ADV filing data as of October 2026.