Overview
4.A. Advisory Firm Description
Godwin was formed in April 2021. Jeffrey Bicksler is the principal owner of Godwin.
4.B. Types of Advisory Services
Godwin provides of the following services: a) wealth management services, on a discretionary and non-
discretionary basis to high-net-worth individuals, charitable organizations and family offices and b) management
of private pooled investment vehicles (the “Funds”).
4.C. Client Investment Objectives/Restrictions
Wealth Management
Godwin offers wealth management services focused on portfolio management and asset allocation. Godwin’s
purpose is to comprehensively organize, coordinate, plan, and guide the multi-faceted aspects of a Client’s
financial life. Godwin begins its wealth management process by discussing each Client’s financial goals, investment
objectives and personal risk tolerance before any investment advice is given. Any investment advice given to
clients will take into account all applicable details across a Client’s entire balance sheet. Specifics for each Client are
fully documented.
Recognizing the uniqueness of each Client, Client portfolios vary in structure based on needs, size, and economic
and market trends at the time. Client portfolios may be invested in a variety of investments, but generally will
consist of alternative investments, including the Fund, and portfolios managed by third-party investment
managers.
Godwin offers investment advice to Clients regarding evaluation of alternatives for actions including, but not
limited to, debt financing, equity capital raises and sale of businesses/assets. Godwin performs financial analysis,
due diligence, and related services in this regard. Godwin considers and communicates to its Clients various
impacts such strategic alternatives might have on the Clients’ valuation and overall leverage risks.
Funds
Godwin manages Funds which invest in private pooled investment vehicles managed by third-party investment
managers, as well as debt and equity securities issued by private companies. The Funds are not registered under
the Securities Act of 1933 or the Investment Company Act of 1940. Accordingly, interests or shares in the Funds
are offered and sold exclusively to investors satisfying the applicable eligibility and suitability requirements. Such
offer or solicitation of interests are made pursuant to the subscription agreement and associated appendices for
the Funds. The assets of the Funds are invested in accordance with the terms of the governing documents.
4.D. Assets Under Management
As of December 31st, 2023, Godwin advises on or manages $1,065,500,133. Godwin advises on or
manages $917,968,111 on a non-discretionary basis, and $147,532,022 on a discretionary basis (account values are
as of December 31st, 2023).