9AT: GOLDFINCH PARTNERS

other names

GOLDFINCH PARTNERS
GOLDFINCH PARTNERS LP
GOLDFINCH PARTNERS LLC

Adviser Profile

As of Date	07/17/2025
Registration	SEC, Approved, 10/17/2019
Other registrations (2)	California, ERA - Withdrawn, 09/17/2019 Washington, ERA - Withdrawn, 09/17/2019
ADV Location	BELLEVUE, WA, United States
Contact Info	206 xxxxxxx
Websites

AUM^*	2,050,893,838 3%
of that, discretionary	2,050,893,838 3%
Private Fund GAV^*	2,050,893,838 0%
Avg Account Size	410,178,768 66%
SMA’s	No
Private Funds	5 3

Adviser Type

- Large advisory firm

Number of Employees 8

of those in investment advisory functions 7

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count5	GAV$2,050,893,838

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CRAYHILL CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3b	AUM2.3b	#Funds23
Adviser MOUNTAIN CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.3b	AUM1.3b	#Funds14
Adviser VARSITY HEALTHCARE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.8b	#Funds11
Adviser FIC PARTNERS MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund614.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV614.0m	AUM1.8b	#Funds20
Adviser FIVE ELMS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.1b	AUM3.1b	#Funds22
Adviser FURTHER GLOBAL CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3b	AUM2.3b	#Funds4
Adviser MILL POINT CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM3.6b	#Funds9
Adviser ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund2.8b	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.8b	AUM2.8b	#Funds2
Adviser DIVERSIS CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM2.1b	#Funds16
Adviser LONGRANGE CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM1.8b	#Funds1

Brochure Summary

Overview

A. Description of Advisory Firm Goldfinch Partners LP (“Goldfinch”) is an investment advisory firm organized as a limited partnership under the laws of the State of Delaware. Through their ownership of Goldfinch Partners GP Holdings LLC, the general partner of Goldfinch, William McNichols and Sean Collins are the principal owners of Goldfinch. The firm was founded on July 13, 2018. Goldfinch provides investment advisory services to private funds and may sponsor and /or advise additional private funds or other accounts in the future. As used herein, “Funds” or “Clients” refers to the existing private funds together with their related affiliates, any subsequently sponsored funds formed from time to time, and any similar pooled investment vehicles sponsored or managed by Goldfinch or its affiliates. Please see Item 8 (Methods of Analysis, Investment Strategies, and Risk of Loss) for more information. Investments may be effected using a broad variety of investment types and structures, including direct or indirect private equity investments, secondary direct transactions, strategic investments, restructurings and recapitalizations. Asset holdings typically include cash, publicly or privately held common and preferred stock, limited Fund or limited liability company interests, debt investments or other types of investments typical of private equity investment funds. B.

Types of Advisory Services Offered Goldfinch’s advisory services to the Funds primarily consists of sourcing and executing private equity investments across a range of industries, and then providing investment advisory services to such investee entities (referred to as portfolio companies) until disposition. Goldfinch’s offers services to its Clients on a discretionary basis. Goldfinch, on behalf of the Funds, sources investment opportunities, interacts with portfolio company managers, monitors portfolio performance, analyzes financial statements and reports, performs valuations of investments, determines possible catalysts for revaluation of assets, and determines the timing of (and other terms and conditions relating to the) disposition of investments. C. Services Tailored to Individual Needs of Clients Goldfinch tailors its advisory services to the specific investment objectives and strategy of the Clients it advises, in accordance with the investment objectives, policies, and guidelines set forth in the Funds’ offering materials and its governing documents and agreements (referred to as “governing documents” herein). D. Wrap Fee Programs Goldfinch does not participate in wrap fee programs. E. Client Assets Under Management As of December 31, 2023, Goldfinch has $1,982,518,649 in discretionary assets under management.

GOLDFINCH PARTNERS

Adviser Profile

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Brochure Summary

Overview