Managers/Private equity/New York/Goalvest Advisory

Goalvest Advisory

Goalvest Advisory is a private equity and venture manager in New York, NY. It is registered with the SEC as an investment adviser with $777.6M in regulatory assets and 10 staff. It has 2 funds on file, the latest reported in April 2026.

Funds on file
2
Raised, all funds
$24.2M
Regulatory assets
$777.6M
Staff
10
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Apr 2026 Goalvest Venture Growth Fund II LP Venture $15.2M Not given
Jan 2025 GoalVest Pre-IPO Growth Fund LP Venture $9M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$777.6M
Employees10
Clients236 individuals, 207 wealthy individuals, 39 companies, 4 private funds and 1 charity.
Control personsSevasti Balafas, Katharine, Anastasia Pritsos.
Private funds3 private funds holding $6.1M in gross assets.

Private funds it reports

FundTypeGross assets
Goalvest Pre-ipo Growth Fund Private equity $5.4M
Dataminr SPV, A Series of Goalvest Master 2021 Other $538.8K
Klarna SPV, A Series of Goalvest Master 2021 Other $164.8K