Services and clients
Goldberg Lindsay & Co. provides portfolio management for pooled vehicles.
The firm advises 33 private funds.
Clients
Goldberg Lindsay & Co. reports 17 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them.
- Pooled investment vehicles17 clients$11.91B in assets
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 17 | $11,909,436,598 | 100.0% | $700.6M |
| Total | 17 | $11,909,436,598 | 100% | $700.6M |
- Clients
- 17
- Regulatory AUM
- $11,909,436,598
- AUM share
- 100.0%
- Avg. per client
- $700.6M
Total
- Clients
- 17
- Regulatory AUM
- $11,909,436,598
- AUM share
- 100%
- Avg. per client
- $700.6M
100.0% of assets ($11.91B across 33 accounts) are managed with discretion. 6% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 6%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 33
- Financial planning clients last fiscal year
- 0
Fees and minimums
Goldberg Lindsay & Co. is paid through a percentage of assets under management and performance-based fees.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
GL MH LP owns 75% or more of Goldberg Lindsay & Co., and Alan Goldberg is its CEO.
- Owns 75% or more of Goldberg Lindsay & Co. LLC
GL MH LP
Control person · since July 2026
- Owns 75% or more of GL MH LP
GL MH Feeder LLC
Control person · since July 2026
- Owns 50% to 75% of GL MH Feeder LLC
Msda LLC
Control person · since July 2026
- Owns 75% or more of Msda LLC
The Aeg-II Trust
Control person · since August 2024
- Owns 25% to 50% of Msda LLC
Alan Goldberg
Control person · since February 2008
Goldberg Lindsay GP LLC
General partner · Control person · since May 2026
Staff
- 55 employees
- 28 in advisory functions
Investments and reported holdings
An account asset mix and a reported 13F holdings breakdown are not available in this profile.
Custodians
Goldberg Lindsay & Co. has custody of client assets.
A named-custodian breakdown for separately managed accounts is not available in this profile.
Offices and registration details
Besides its headquarters, Goldberg Lindsay & Co. has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 630 Fifth Avenue, 30th Floor, New YorkHQ
Other business names
Goldberg Lindsay & Co. has reported 1 other business name to the SEC.
- Lindsay Goldberg
Registration details
- Legal name
- Goldberg Lindsay & Co. LLC
- Headquarters
- 630 Fifth Avenue, 30th Floor, New York, NY 10111
- SEC file
- 801-67008
- Structure
- Delaware LLC
- Fiscal year end
- December
- State notice filings
- 0 jurisdictions
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Goldberg Lindsay & Co. have?
Goldberg Lindsay & Co. has 17 clients and manages $11.9 billion for them, as of August 2026. They include 17 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does Goldberg Lindsay & Co. offer?
Goldberg Lindsay & Co. provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Goldberg Lindsay & Co. have?
Goldberg Lindsay & Co. has 0 investment adviser representatives registered with state securities authorities, out of 55 employees, and 28 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Goldberg Lindsay & Co.?
Goldberg Lindsay & Co. is owned through a chain of holding companies by Alan Goldberg and the Aeg-II Trust. Its direct owner is GL MH LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does Goldberg Lindsay & Co. get paid?
Goldberg Lindsay & Co. is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file