Goldberg Lindsay & Co. LLC

Updated today

Find your advisor

Client assets under management

$11,909,436,598

Clients

Advisors

of 55 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

Goldberg Lindsay & Co. LLC acts as a discretionary investment manager solely to private investment funds (including its flagship Fund IV, Fund V, Fund VI and Attain CF) and reports roughly $11.9 billion in assets under management. The firm’s services for those pooled vehicles focus on sourcing, structuring and negotiating private equity investments, monitoring portfolio performance, and providing related administrative support.

The firm pursues value creation in established industries through strategic acquisitions, operational support and management team enhancements, sourcing deals via its origination networks and affiliate partners. It emphasizes disciplined entry valuations and capital-structure design, conducts due diligence with outside advisers where appropriate, and regularly engages with portfolio company management and boards after investment.

The brochure discloses arrangements that distinguish the firm from many peers: it has filed for exemptions from CFTC registration as a commodity pool operator and as a commodity trading advisor and describes multiple affiliate and co‑investment structures, side‑letter practices and bespoke investor terms. It also notes the firm’s use of advertising materials that reference testimonials, predecessor performance, third‑party ratings and endorsements, which are less common among comparable investment managers.

Client services

Portfolio management

Expertise

Private / alternative investments

Fee options

Percentage

N/A - N/A: 1.5% to 1.75% of aggregate capital commitments annually during commitment period N/A - N/A: 1.0% to 1.5% of invested capital annually for flagship funds following commitment period N/A - N/A: 1.0% to 1.25% of invested capital annually for Attain CF following commitment period

Performance-based

Carried interest on fund profits as negotiated per fund, generally a percentage of investment proceeds in excess of capital invested and fees, subject to preferred return and clawback provisions.

Other

Account minimum: $1,000,000 to $10,000,000 (minimum investment amount imposed on third-party unaffiliated investors, but waivable at general partner's discretion)

Main office location

Goldberg Lindsay & Co. LLC

630 Fifth Avenue, 30 Th Floor

New York NY 10111, United States

Number of offices

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 212-651-1100

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support