Overview
A. J. Goldman & Co., L.P., a Delaware limited partnership, is a hedge fund manager with its
primary offices in New York, New York and Miami Beach, Florida. The Firm was
founded in 1986 by Jay G. Goldman, who currently holds a controlling interest in and
serves as Chief Executive Officer of the Firm. The Firm is also managed by Joseph
Magaro, the Firm’s President, who joined the Firm in 2001 and became a Partner in
2010. The Chief Compliance Officer, Sagan Weiss (“CCO”), the Chief Operating Officer
and General Counsel, Michael Juliano (“COO/GC”), and the Chief Financial Officer,
Deanna Wagner (“CFO”), jointly oversee the Firm’s back office.
The Firm serves as the investment adviser to certain pooled investment vehicles (each, a
“Fund” and collectively, the “Funds”) which rely on the Section 3(c)(7) exemption from
registration under the Investment Company Act of 1940, as amended (“the Company Act”),
and are offered only to investors who are qualified purchasers. The Funds, which are
organized in a “master-feeder” structure where the investments are managed in a “master
fund” using assets contributed by investors who subscribe to “feeder funds,” are: J.
Goldman, L.P. (formerly named The Jay Goldman Master Limited Partnership),
Woodmont Investments Limited, Woodmont Investment Partners, L.P., and J. Goldman
Master Fund, L.P. (the “Master Fund”). An affiliate of the Firm serves as the general
partner (the “General Partner”) of those Funds organized
as limited partnerships.
B. The Firm is known as a “long/short” hedge fund manager. The Firm’s investment approach
is to seek substantial capital appreciation primarily through taking short-term long and
short positions in the equity and options markets. The Firm also seeks to enhance
portfolio returns through internally-generated “alpha capture” strategies and dynamic
models which analyze trades and positions in the Master Fund and recommend additional
transactions to adjust or resize portfolio holdings. In addition to the short-term trading
activity, some of the Firm’s strategies may be characterized as risk arbitrage or value
investing. Risk arbitrage involves the trading of securities in companies involved in
takeover-related or other special situations. Value investing involves the purchase of
securities at discounts to the perceived intrinsic value of enterprise with a longer-term
holding in mind. The Firm conducts a multi-strategy business, is not limited in the
investment strategies, instruments or markets it may employ, or discontinue, and may
invest in other markets and pursue other investment strategies opportunistically.
C. The Firm’s current clients are solely Funds; the Firm does not tailor its investment advisory
services to individuals.
D. The Firm does not participate in wrap‐fee programs.
E. As of December 31, 2023, the Firm managed $3,648,637,770 in regulatory assets under
management on a discretionary basis.