Investment adviser · CRD 313546
GOSHEN ROCK CAPITAL, LLC
Investment adviser filing (IA)
WAYNE, PA, United States · Form ADV filed Jul 26, 2024
- Regulatory AUM
- $116M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Investment companies | 1 | $58,626,388 | 50.3% |
| Charities | 1 | $41,540,652 | 35.7% |
| Pooled investment vehicles | 1 | $16,326,285 | 14.0% |
Filing source
Form ADV 1890744 · Jul 26, 2024 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jul 26, 2024. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
134 N WAYNE AVE., SUITE 203WAYNE, PA, 19087, United States
CRD 313546
Filing source
Form ADV 1890744 · Jul 26, 2024 · 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.