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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 8 100.00%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 04/11/2022
Other registrations (2)
Former registrations

GOANNA CAPITAL MANAGEMENT LLC

AUM* 596,718,062 92.84%
of that, discretionary 596,718,062 92.84%
Private Fund GAV* 1,462,917,710 294.88%
Avg Account Size 13,877,164 30.05%
SMA’s No
Private Funds 59 30
Contact Info 551 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
309M 265M 221M 177M 133M 88M 44M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count59 GAV$1,462,917,710

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Brochure Summary