GODWIN CAPITAL GROUP, LLC
Adviser information for GODWIN CAPITAL GROUP, LLC last updated from Form ADV on March 28th, 2024. 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 4 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 44 | $147.5M |
Non-Discretionary | 84 | $918.0M |
Total | 128 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $62.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 6 | $69.6M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $125.3M |
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 | <5 | $808.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
SEC RIA File Number | 801-122702 |
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SEC ERA File Number | 801-122702 |
SEC CIK Numbers | None |
SEC CRD Numbers | 316592 |
Legal Entity Identifier | None |
Principal Office
3715 NORTHSIDE PARKWAY NWBLDG 400, SUITE 205
ATLANTA
GA
United States
Monday - Friday, 9AM-5PM
Tel: 678-705-5347, Fax: None
Websites
Chief Compliance Officer
JEFFREY BICKSLER
PRESIDENT/MANAGING MEMBER
3715 NORTHSIDE PARKWAY NW
BLDG 400, SUITE 205
ATLANTA
GA
United States
Tel:
678-705-5347
J********@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
GCG STRATEGIC INVESTMENTS I, LP | Private Equity Fund | $2.5M | $0.3M | 3 |
GODWIN-CS HOLDINGS, LLC | Private Equity Fund | $5.1M | $0.3M | 12 |
GODWIN-FP HOLDINGS, LLC | Private Equity Fund | $2.0M | $0.1M | 8 |
GODWIN-HP HOLDINGS, LLC | Private Equity Fund | $0.9M | $0.1M | 5 |
GODWIN-SW HOLDINGS, LLC | Private Equity Fund | $2.4M | $0.3M | 4 |
GODWIN-TV HOLDINGS, LLC | Private Equity Fund | $1.0M | $0.3M | 4 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BYNUM, FRANK, KITCHELL | Individual | – | OWNER | 06/2021 | 10-25% |
WALL, THOMAS, ROBERT | Individual | – | OWNER | 06/2021 | 10-25% |
Bicksler, Jeffrey, Michael | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 04/2021 | > 75% |