GoodFinch Management provides investment advice to private investment funds. GoodFinch identifies and evaluates investment opportunities, negotiates terms, manages investments, and works to achieve successful sales of those investments. The funds invest in loans and retail installment contracts for sustainable home improvements, and securities backed by those assets. Some investments involve GoodLeap, a related company, creating a potential conflict of interest that is addressed through specific policies and procedures.
Assets Under Management$1.5B
Clients10
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.