Investment adviser · CRD 300919

GOLDFINCH PARTNERS

Investment adviser filing (IA)

GOLDFINCH PARTNERS LP

BELLEVUE, WA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$2.09B
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$2,085,653,789100.0%
Filing source

Form ADV 2066253 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GOLDFINCH CO-INVEST IV(B) LLPPrivate Equity Fund · Last reported Mar 25, 2026$1.69BGross asset value

Form D fundraising filings

Goldfinch Co-Invest IV (B) LLP

Fund administrator VISTRA FUND SERVICES LIMITED SAINT HELIER, Jersey Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

JPMORGAN CHASE BANK
LEI 984500653R409CC5AB28

Fund details & source
Fund ID
805-2459607624
Reported beneficial owners
9
Minimum commitment
$41.9K
Form D file number
021-438026

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST IV LPPrivate Equity Fund · Last reported Mar 25, 2026$318MGross asset value

Form D fundraising filings

Goldfinch Co-Invest IV LP

Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

JPMORGAN CHASE BANK
LEI 984500653R409CC5AB28

Fund details & source
Fund ID
805-8322875844
Reported beneficial owners
35
Minimum commitment
$20K
Form D file number
021-438023

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST III(B) LPPrivate Equity Fund · Last reported Mar 25, 2026$30.4MGross asset value
Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

Fund details & source
Fund ID
805-6116951770
Reported beneficial owners
29
Minimum commitment
$50K
Form D file number
021-367277

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST II LPPrivate Equity Fund · Last reported Mar 25, 2026$15MGross asset value

Form D fundraising filings

GOLDFINCH CO-INVEST II LP

Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

JP MORGAN CHASE BANK
LEI 984500653R409CC5AB28

Fund details & source
Fund ID
805-8736642694
Reported beneficial owners
24
Minimum commitment
$25K
Form D file number
021-351716

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST III(C) LPPrivate Equity Fund · Last reported Mar 25, 2026$13.6MGross asset value
Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

Fund details & source
Fund ID
805-1428848693
Reported beneficial owners
35
Minimum commitment
$12.9K

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST III LPPrivate Equity Fund · Last reported Mar 25, 2026$12.6MGross asset value

Form D fundraising filings

Goldfinch Co-Invest III LP

Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

JP MORGAN CHASE BANK
LEI 984500653R409CC5AB2

Fund details & source
Fund ID
805-5566347536
Reported beneficial owners
56
Minimum commitment
$50K
Form D file number
021-367277

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GOLDFINCH CO-INVEST III(C)(1) LPPrivate Equity Fund · Last reported Mar 25, 2026$8.18MGross asset value
Fund administrator SECURITIZE FUND SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST CITIZENS BANK
LEI 549300RZFHIGIM84KN09

Fund details & source
Fund ID
805-9479939925
Reported beneficial owners
5
Minimum commitment
$350K

Form ADV 2066253 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

10655 NE 4TH ST, SUITE 630 (6TH FLOOR)
BELLEVUE, WA, 98004, United States

CRD 300919

Filing source

Form ADV 2066253 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.