9AT: GODWIN CAPITAL GROUP, LLC

other names

GODWIN CAPITAL GROUP, LLC

Adviser Profile

As of Date	03/28/2025
ADV Location	ATLANTA, GA, United States
Adviser Type - Large advisory firm
Number of Employees	5 150%
of those in investment advisory functions	4 300%
Registration	SEC, Approved, 11/16/2021

AUM^*	1,121,862,155 5%
of that, discretionary	202,493,854 95%
Private Fund GAV^*	185,342,353 49%
Avg Account Size	8,248,986 -83%
% High Net Worth	23.53% -35%
SMA’s	No
Private Funds	18 4
Contact Info	404 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count5	GAV$50,467,329
Fund TypePrivate Equity Fund	Count11	GAV$94,675,024
Fund TypeOther Private Fund	Count2	GAV$40,200,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser DAYBREAK FUND ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund659.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV659.6m	AUM1.0b	#Funds6
Adviser FIVE ARROWS MANAGERS (USA) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund311.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV311.9m	AUM993.7m	#Funds4
Adviser ELLSWORTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund30.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.6m	AUM1.4b	#Funds9
Adviser HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.9b	AUM2.1b	#Funds11
Adviser GAINLINE CAPITAL PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund716.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV716.1m	AUM1.1b	#Funds4
Adviser 1543 CAPITAL LP	Hedge Fund36.8m	Liquidity Fund-	Private Equity Fund124.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV161.3m	AUM842.6m	#Funds8
Adviser RC CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM784.6m	#Funds13
Adviser IRONWOOD CAPITAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund903.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV903.0m	AUM903.0m	#Funds10
Adviser BAIRD CAPITAL MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund450.0m	Other Fund-	Total Private Fund GAV2.7b	AUM739.6m	#Funds13
Adviser BAY HILLS CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM873.7m	#Funds14

Brochure Summary

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).

GODWIN CAPITAL GROUP, LLC

Adviser Profile

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