GOLDENROD CAPITAL ADVISORS, LLC
Adviser information for GOLDENROD CAPITAL ADVISORS, LLC last updated from Form ADV on March 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $422.7M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $422.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $422.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114013 |
|---|---|
| SEC ERA File Number | 801-114013 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298448 |
| Legal Entity Identifier | None |
Principal Office
14606 BRANCH STREETSUITE 100
OMAHA
NE
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 402-991-6925, Fax: None
Chief Compliance Officer
TOM MEISTER
CHIEF OPERATING OFFICER
14606 BRANCH STREET
SUITE 100
OMAHA
NE
United States
Tel:
531-710-4580
T*******@*********************M
(Full email address available in API data)
Regulatory Contact
ED FUXA
CHIEF FINANCIAL OFFICER
14606 BRANCH STREET
SUITE 100
OMAHA
NE
United States
Tel:
531-710-4579
E****@*********************M
(Full email address available in API data)
Industry Affiliates
| GOLDENROD GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDENROD GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDENROD GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDENROD REALTY, LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GOLDENROD CAPITAL PARTNERS II, LP | Real Estate Fund | $143.9M | $5.0M | 9 |
| GOLDENROD CAPITAL PARTNERS III, LP | Real Estate Fund | $167.1M | $5.0M | 118 |
| GOLDENROD CAPITAL PARTNERS, LP | Real Estate Fund | $111.7M | $5.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLDENROD VENTURES, LLC | Domestic Entity | – | MEMBER & DIRECT OWNER | 11/2018 | > 75% |
| WIEGERT, ZACHARY, ALLEN | Individual | – | MANAGING PRINCIPAL AND MANAGING MEMBER | 03/2017 | < 5% |
| MEISTER, THOMAS, JON | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 03/2017 | < 5% |
| WIEGERT, ZACHARY, ALLEN | Individual | GOLDENROD COMPANIES, LLC | MANAGING PRINCIPAL AND MANAGING MEMBER | 10/2005 | |
| FUXA, CHARLES, EDWARD | Individual | – | CHIEF FINANCIAL OFFICER | 12/2018 | < 5% |
| GOLDENROD COMPANIES, LLC | Domestic Entity | GOLDENROD VENTURES, LLC | MEMBER & DIRECT OWNER | 11/2018 | > 75% |
| WIEGERT FAMILY TRUST; TERRENCE S. CONNEALY AND ZACHARY A. WIEGERT, CO-TRUSTEES | Domestic Entity | GOLDENROD COMPANIES, LLC | MEMBER AND INDIRECT OWNER | 12/2018 | 25-50% |
| WIEGERT, ZACHARY, ALLEN | Individual | WIEGERT FAMILY TRUST; TERRENCE S. CONNEALY AND ZACHARY A. WIEGERT, CO-TRUSTEES | CO-TRUSTEE | 12/2018 | |
| CONNEALY, TERRENCE, SEAN | Individual | WIEGERT FAMILY TRUST; TERRENCE S. CONNEALY AND ZACHARY A. WIEGERT, CO-TRUSTEES | CO-TRUSTEE | 12/2018 |