Managing Member · G2 Investment Partners Management LLC
Joshua M. Goldberg
CRD 2903327 · Named on Form ADV at 2 SEC-registered advisers
At a glance
G2 Investment Partners Management LLC, an SEC-registered private fund adviser based in New York, NY with $630 million in regulatory assets, lists Joshua M. Goldberg on its Form ADV as Managing Member, a control person. The SEC filings also name Joshua at 1 other registered adviser.
Firms and roles
- G2 Investment Partners Management LLCManaging MemberPrivate fund adviser · New York, NY · $630M in regulatory assets
- Aspire Wealth Advisory Group, LLCOwnerWealth manager · New York, NY · $6M in regulatory assets
AtlasMembers
Joshua’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard C. LawrensonChief Financial Officer/Chief Compliance Officer, G2 Investment Partners Management LLC
- Edward S. KaranChief Compliance Officer and Managing Member, Aspire Wealth Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.