GOODNOW INVESTMENT GROUP LLC

Adviser information for GOODNOW INVESTMENT GROUP LLC last updated from Form ADV on March 15th, 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
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 8
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
Type Accounts RAUM
Discretionary 6 $879.0M
Non-Discretionary 0 $0
Total 6 $879.0M

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 5 $859.4M
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 1 $19.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 17

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-65135
SEC ERA File Number 801-65135
SEC CIK Numbers 1362255
SEC CRD Numbers 136792
Legal Entity Identifier None

Principal Office

9 OLD KING'S HIGHWAY SOUTH
DARIEN
CT
United States
Monday - Friday, 8:00 AM TO 5:30 PM
Tel: 203-655-6272, Fax: 203-655-7351

Websites

Chief Compliance Officer

PETER GAVEY
MEMBER
9 OLD KING'S HIGHWAY SOUTH
DARIEN
CT
United States
Tel: 203-655-6272
Fax: 203-655-7351
(Full email address available in API data)

Regulatory Contact

PATRICK FERULLO
CHIEF FINANCIAL OFFICER
9 OLD KING'S HIGHWAY SOUTH
DARIEN
CT
United States
Tel: 203-655-6272
Fax: 203-655-7351
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
OLD KINGS CAPITAL LONG ONLY, LP Hedge Fund $87.3M $1.0M 53
OLD KINGS CAPITAL OFFSHORE LTD Hedge Fund $12.6M $1.0M 5
OLD KINGS CAPITAL, LP Hedge Fund $305.6M $1.0M 121
THRESHER PARTNERS LP Hedge Fund $201.1M $0.3M 94
VERTICAL PARTNERS, LP Hedge Fund $252.8M $1.0M 96

Control Persons

Name Type Entity Title Since Ownership
HECK, RANDALL, MATTHEW Individual MEMBER 06/2005 25-50%
PURCELL, BRADLEY, JAMES Individual MEMBER 06/2005 25-50%
GAVEY, PETER, JOHN Individual CHIEF COMPLIANCE OFFICER 06/2005 10-25%
FERULLO, PATRICK, ANTHONY Individual MEMBER 01/2010 < 5%
LEHR, SAMUEL, JOSEPH Individual MEMBER 01/2011 5-10%
MOORE, MICHAEL, THOMAS Individual MEMBER 12/2018 10-25%
BIRKETT, JOHN, DESMOND Individual MEMBER 12/2020 10-25%

No. Employees, Historic

1050201920202021202220232024202510 on 6/28/201910 on 3/18/20209 on 2/26/20219 on 3/1/20219 on 3/8/20229 on 3/8/20239 on 1/8/20248 on 3/15/2024

RAUM, Historic

2B1B02019202020212022202320242025614734956 on 6/28/2019798899052 on 3/18/20201029794652 on 2/26/20211029794652 on 3/1/20211269317809 on 3/8/2022755140273 on 3/8/2023755140273 on 1/8/2024878964579 on 3/15/2024

No. Clients, Historic

105020192020202120222023202420256 on 6/28/20195 on 3/18/20205 on 2/26/20215 on 3/1/20216 on 3/8/20226 on 3/8/20236 on 1/8/20246 on 3/15/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APOLLO GLOBAL MGMT INC COM 46M 388K
APTIV PLC SHS 36M 515K
CAE INC COM 10M 531K
CARGURUS INC COM CL A 4M 135K
CARVANA CO CL A 142M 1M
CREDIT ACCEP CORP MICH COM 40M 79K
ETSY INC COM 34M 580K
EXPEDIA GROUP INC COM NEW 44M 349K
FIDELITY NATL INFORMATION SV COM 13M 174K
GENERAC HLDGS INC COM 5M 39K
GILDAN ACTIVEWEAR INC COM 14M 370K
GODADDY INC CL A 127M 908K
INGERSOLL RAND INC COM 46M 504K
INTERCONTINENTAL EXCHANGE IN COM 18M 134K
PAYPAL HLDGS INC COM 36M 619K
PINSTRIPES HOLDINGS INC CL A COM 1M 406K
SHIFT4 PMTS INC CL A 45M 608K
TD SYNNEX CORPORATION COM 69M 602K
TEMPUR SEALY INTL INC COM 40M 847K
TRANSDIGM GROUP INC COM 27M 21K
WAYFAIR INC CL A 20M 388K
WILLSCOT MOBIL MINI HLDNG CO COM CL A 22M 582K
YELP INC CL A 24M 652K