Goldberg Lindsay & Co. Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 141029
· SEC file 801-67008
· New York, NY
· WWW.LINDSAYGOLDBERGLLC.COM
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $11.9B
- Discretionary
- $11.9B
- Clients
- 17
- Avg AUM / client
- $701M
- Accounts
- 33
- Employees
- 55
AUM over time
$5.2B
$11.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $11.9B | 100.0% |
Private funds (29)
View all →Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $9.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lindsay Goldberg V L.P. | Private Equity Fund | Delaware | $4.0B | 112 |
| Lindsay Goldberg Vi L.P. | Private Equity Fund | Delaware | $1.6B | 23 |
| Lindsay Goldberg Iv L.P. | Private Equity Fund | Delaware | $1.3B | 61 |
| Lindsay Goldberg Iv A L.P. | Private Equity Fund | Delaware | $833M | 32 |
| Lindsay Goldberg Alpine Co Inv. Lp | Private Equity Fund | Delaware | $514M | 10 |
| Lindsay Goldberg V Aiv Lp | Private Equity Fund | Delaware | $230M | 79 |
| Lindsay Goldberg Torrey Co Inv. L.P. | Private Equity Fund | Delaware | $228M | 23 |
| Lindsay Goldberg Maverick Co Inv. Lp | Private Equity Fund | Delaware | $199M | 6 |
| Lindsay Goldberg Iv Reit Aiv L.P | Private Equity Fund | Delaware | $134M | 61 |
| Lindsay Goldberg Iv A Reit Aiv L.P. | Private Equity Fund | Delaware | $84.1M | 32 |
| Lindsay Goldberg Co Inv. V Lp | Private Equity Fund | Delaware | $71.2M | 72 |
| Lindsay Goldberg V Rp Aiv Lp | Private Equity Fund | Delaware | $61.6M | 34 |
| Lindsay Goldberg Iv Aiv L.P. | Private Equity Fund | Delaware | $42.3M | 58 |
| Lindsay Goldberg Co Inv. Iv L.P. | Private Equity Fund | Delaware | $39.4M | 102 |
| Lindsay Goldberg Iv Offshore Aiv L.P. | Private Equity Fund | Cayman Islands | $27.7M | 28 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lindsay, Teresa, Elms | Trustee | Jan 2002 (25y) | GP / trustee / elected manager of Lindsay 2002 Family Trust (indirect) | |
| Triedman, James, Russell | Managing Partner Of Adviser | Jan 2006 (21y) | Less than 5% | |
| Goldberg, Alan, Edward | Ceo Of Adviser | Feb 2008 (19y) | ≈ 12.5% – 37.5% via Msda Llc | |
| Lindsay, Robert, Demarest | Chairman Of Adviser | Feb 2008 (19y) | ≈ 5% – 18.75% via Rpad Llc | |
| Dees, Michael, William | Managing Partner Of Adviser | Dec 2009 (17y) | Less than 5% | |
| Mernick, Ephraim, D | Coo Of Adviser | Aug 2020 (6y) | Less than 5% | |
| Pickel Jr, James, Christopher | Cco Of Adviser | Aug 2020 (6y) | Less than 5% | |
| Elms, Steven, Arnote | Trustee | May 2021 (5y) | GP / trustee / elected manager of Lindsay 2002 Family Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Msda Llc | Class A Member Of Adviser | Mar 2008 | A | 50% – 75% |
| Bessemer Gl Inc. | Class C Member Of Adviser | Feb 2002 | A | 10% – 25% |
| Rpad Llc | Class C Member Of Adviser | Mar 2008 | A | 10% – 25% |
| Bessemer Securities Llc | Stockholder | Feb 2002 | B | ≈ 7.5% – 25% via Bessemer Gl Inc. |
| The Aeg Ii Trust | Member | Aug 2024 | B | ≈ 37.5% – 75% via Msda Llc |
| Lindsay 2002 Family Trust | Member | Feb 2010 | B | ≈ 2.5% – 12.5% via Rpad Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Goldberg, Alan, Edward: 25% – 50% of Msda Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Lindsay, Robert, Demarest: 50% – 75% of Rpad Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Bessemer Securities Llc: 75% – 100% of Bessemer Gl Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- The Aeg Ii Trust: 75% – 100% of Msda Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Lindsay 2002 Family Trust: 25% – 50% of Rpad Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (29, $9.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lindsay Goldberg V L.P. | Private Equity Fund | $4.0B | $0 | 112 |
| Lindsay Goldberg Vi L.P. | Private Equity Fund | $1.6B | $0 | 23 |
| Lindsay Goldberg Iv L.P. | Private Equity Fund | $1.3B | $0 | 61 |
| Lindsay Goldberg Iv A L.P. | Private Equity Fund | $833M | $0 | 32 |
| Lindsay Goldberg Alpine Co Inv. Lp | Private Equity Fund | $514M | $0 | 10 |
| Lindsay Goldberg V Aiv Lp | Private Equity Fund | $230M | $0 | 79 |
| Lindsay Goldberg Torrey Co Inv. L.P. | Private Equity Fund | $228M | $0 | 23 |
| Lindsay Goldberg Maverick Co Inv. Lp | Private Equity Fund | $199M | $0 | 6 |
| Lindsay Goldberg Iv Reit Aiv L.P | Private Equity Fund | $134M | $0 | 61 |
| Lindsay Goldberg Iv A Reit Aiv L.P. | Private Equity Fund | $84.1M | $0 | 32 |
| Lindsay Goldberg Co Inv. V Lp | Private Equity Fund | $71.2M | $0 | 72 |
| Lindsay Goldberg V Rp Aiv Lp | Private Equity Fund | $61.6M | $0 | 34 |
| Lindsay Goldberg Iv Aiv L.P. | Private Equity Fund | $42.3M | $0 | 58 |
| Lindsay Goldberg Co Inv. Iv L.P. | Private Equity Fund | $39.4M | $0 | 102 |
| Lindsay Goldberg Iv Offshore Aiv L.P. | Private Equity Fund | $27.7M | $0 | 28 |
| Lindsay Goldberg Vi Pcf L.P. | Private Equity Fund | $22.3M | $0 | 15 |
| Lindsay Goldberg Iv Pcf L.P. | Private Equity Fund | $18.6M | $0 | 17 |
| Lindsay Goldberg Employee Co Inv. Iv L.P. | Private Equity Fund | $8.7M | $0 | 73 |
| Lindsay Goldberg Co Inv Iv Aiv L.P. | Private Equity Fund | $3.6M | $0 | 90 |
| Lg Co Inv A L.P. | Private Equity Fund | $2.3M | $0 | 3 |
| Lindsay Goldberg Iv A Offshore Aiv L.P. | Private Equity Fund | $2.1M | $0 | 5 |
| Lindsay Goldberg Iv Pcf Reit Aiv L.P. | Private Equity Fund | $2.0M | $0 | 17 |
| Lindsay Goldberg Iv A Aiv L.P. | Private Equity Fund | $1.9M | $0 | 9 |
| Lindsay Goldberg Iv Co Inv Iv Offshore Aiv L.P. | Private Equity Fund | $1.6M | $0 | 32 |
| Lindsay Goldberg Iv Pcf Aiv L.P. | Private Equity Fund | $1.1M | $0 | 17 |
Top 25 of 29 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 6.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗