Goodfinch Management, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 309789
· SEC file 801-121853
· San Francisco, CA
· goodfinch.com
☆ Save with Pro
ADV data as of Jun 08, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 15
- Avg AUM / client
- $104M
- Accounts
- 15
- Employees
- 23
AUM over time
$201M
$1.6B
Jun 2021
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $1.6B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $413M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Goodfinch Fund Iii, Lp | Private Equity Fund | Delaware | $95.4M | 76 |
| Solar Securitization Master Fund Ii, Lp master | Private Equity Fund | Delaware | $94.8M | 16 |
| Solar Securitization Program Onshore Sma, Lp feeder | Private Equity Fund | Delaware | $78.6M | 12 |
| Goodfinch Fund Iv, Lp | Private Equity Fund | Delaware | $49.3M | 82 |
| Solar Securitization Program Offshore Sma, Lp feeder | Private Equity Fund | Delaware | $35.4M | 4 |
| Goodfinch Fund Ii, Lp | Private Equity Fund | Delaware | $26.3M | 17 |
| Goodfinch Renewable Equipment Financing Fund I, Lp | Private Equity Fund | Delaware | $16.9M | 17 |
| Goodfinch Fund I, Lp | Private Equity Fund | Delaware | $16.6M | 8 |
| Social Securitization Master Fund I, Lp master | Private Equity Fund | Delaware | $72.0K | 16 |
People (17)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sandell, Scott, David | Manager | Jan 2017 (10y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Baskett, Forest | Manager | Apr 2017 (9y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Florence, Anthony, Angelo | Manager | Apr 2017 (9y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Makhzoumi, Mohamad, Hassan | Manager | Apr 2017 (9y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Sonsini, Peter, William | Manager | Apr 2017 (9y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Makower, Josh | Manager | Apr 2017 (9y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Behbahani, Ali | Manager | Jun 2018 (8y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Chang, Carmen | Manager | Jun 2018 (8y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Walker, Paul, Edward | Manager | Sep 2018 (8y) | GP / trustee / elected manager of Nea 16 Gp, Llc (indirect) | |
| Mathers, Edward, T | Manager | Nov 2019 (7y) | GP / trustee / elected manager of Nea 17 Gp, Llc (indirect) | |
| Yang, Rick, C | Manager | Nov 2019 (7y) | GP / trustee / elected manager of Nea 17 Gp, Llc (indirect) | |
| Barnard, Hayden | Manager | Apr 2020 (6y) | 25% – 50% | |
| Knee, Kevin | Member | Apr 2020 (6y) | 5% – 10% | |
| Landsman, Liza, Kim | Manager | Apr 2020 (6y) | GP / trustee / elected manager of Nea 17 Gp, Llc (indirect) | |
| Serra, Tanguy | Manager | Apr 2020 (6y) | 10% – 25% | |
| Van De Bunt, Ben | Member | Apr 2020 (6y) | 10% – 25% | |
| Laifman, Jay | Chief Compliance Officer | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nea 16 Goodfinch Blocker, Inc. | Member | Apr 2020 | A | 5% – 10% |
| Nea 17 Goodfinch Blocker, Inc. | Member | Apr 2020 | A | 5% – 10% |
| New Enterprise Associates 16, L.P. | Shareholder | Apr 2020 | B | ≈ 3.75% – 10% via Nea 16 Goodfinch Blocker, Inc. |
| New Enterprise Associates 17, L.P. | Shareholder | Apr 2020 | B | ≈ 3.75% – 10% via Nea 17 Goodfinch Blocker, Inc. |
| Nea 16 Gp, Llc | General Partner | Jan 2017 | B | GP / trustee / elected manager of Nea Partners 16, L.P. (indirect) |
| Nea Partners 16, L.P. | General Partner | Jan 2017 | B | GP / trustee / elected manager of New Enterprise Associates 16, L.P. (indirect) |
| Nea Partners 17, L.P. | General Partner | Feb 2019 | B | GP / trustee / elected manager of New Enterprise Associates 17, L.P. (indirect) |
| Nea 17 Gp, Llc | General Partner | Feb 2019 | B | GP / trustee / elected manager of Nea Partners 17, L.P. (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- New Enterprise Associates 16, L.P.: 75% – 100% of Nea 16 Goodfinch Blocker, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- New Enterprise Associates 17, L.P.: 75% – 100% of Nea 17 Goodfinch Blocker, Inc. × 5% – 10% direct ≈ 3.75% – 10% 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 (9, $413M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Goodfinch Fund Iii, Lp | Private Equity Fund | $95.4M | $2.0M | 76 |
| Solar Securitization Master Fund Ii, Lp | Private Equity Fund | $94.8M | $0 | 16 |
| Solar Securitization Program Onshore Sma, Lp | Private Equity Fund | $78.6M | $0 | 12 |
| Goodfinch Fund Iv, Lp | Private Equity Fund | $49.3M | $2.0M | 82 |
| Solar Securitization Program Offshore Sma, Lp | Private Equity Fund | $35.4M | $0 | 4 |
| Goodfinch Fund Ii, Lp | Private Equity Fund | $26.3M | $50.0K | 17 |
| Goodfinch Renewable Equipment Financing Fund I, Lp | Private Equity Fund | $16.9M | $50.0K | 17 |
| Goodfinch Fund I, Lp | Private Equity Fund | $16.6M | $50.0K | 8 |
| Social Securitization Master Fund I, Lp | Private Equity Fund | $72.0K | $0 | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 4.47 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 having 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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗