Investment adviser · CRD 108862
GOODE INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
· Form ADV filed Sep 30, 2019
- Regulatory AUM
- $5.64M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $5,643,000 | 100.0% |
Filing source
Form ADV 1348334 · Sep 30, 2019 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GOODE STABLE VALUE TRUSTOther Private Fund · Last reported Mar 27, 2012$134MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-3464035006
- Reported beneficial owners
- 10
- Minimum commitment
- $1M
Form ADV 621383 · Mar 27, 2012 · 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: Sep 30, 2019. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
CRD 108862
Filing source
Form ADV 1348334 · Sep 30, 2019 · 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.