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Adviser Profile

As of Date 03/15/2024
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 1/13/2006
AUM* 878,964,579 16.40%
of that, discretionary 878,964,579 16.40%
Private Fund GAV* 859,444,207 15.95%
Avg Account Size 146,494,097 16.40%
SMA’s No
Private Funds 5
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 907M 725M 544M 363M 181M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$859,444,207

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Brochure Summary

Overview

Goodnow Investment Group, LLC (“Goodnow”) is a Connecticut based limited liability company. Goodnow became an SEC registered investment advisor in January, 2006. Prior to becoming an SEC registered investment advisor Goodnow operated as Goodnow, Gray & Co. Goodnow, Gray & Co. was formed in 1969. Goodnow is 100% employee owned by seven individuals. The principal owners of Goodnow are Randall M. Heck and Bradley J. Purcell. Goodnow provides investment advisory services on a discretionary basis to private investment funds that are offered to investors on a private placement basis (each a “Goodnow Fund” and collectively, the “Goodnow Funds”) and institutions with separately managed accounts (each, a “SMA Client” and together with the Goodnow Funds, the “Goodnow Clients”. The Goodnow Clients are organized by strategy accordingly:  Long/Short Clients. Thresher Partners, LP, a Delaware limited partnership, Vertical Partners, LP, a Delaware limited partnership, Old Kings Capital, LP, a Delaware limited partnership and Old Kings Capital Offshore, Ltd, a Cayman Islands exempted company (collectively the “Long/Short Funds”).  Long Only Clients. Old Kings Capital Long Only, LP, a Delaware limited partnership, SMA Client (the “Long Only Funds”). As of December 31, 2023, Goodnow’s
assets under management were as follows:  Long/Short Strategy. $772,115,430  Long Only Strategy. $106,849,149 Total net assets under management: $878,964,579 All assets are managed on a discretionary basis. Goodnow does not participate in any wrap fee programs. Goodnow makes all investment decisions on behalf of the Goodnow Clients. Goodnow’s primary responsibilities, subject to the terms of the respective governing documents and/or management agreements of the Goodnow Clients, is to identify, review, and select investment opportunities that can achieve the Goodnow Clients’ investment objectives. Goodnow also provides certain administrative and management services to the Goodnow Clients. Goodnow provides advice to the Goodnow Clients based on the specific investment objectives and strategies described in the offering memorandum for each Goodnow Fund and the management agreement of each SMA Client. Investors in the Goodnow Funds may not impose restrictions on Goodnow related to investing in certain securities or types of securities. The investment restrictions (if any) applicable to a SMA Client will be set forth in such SMA Client’s relevant management agreement. For a further discussion of these and related items, see Item 7 (Types of Clients) and Item 8 (Methods of Analysis, Investment Strategies and Risk of Loss).