GoalVest Advisory key facts
- GoalVest Advisory is an investor with 15 tracked portfolio companies.
- Notable positions include Anduril Industries, Applied Intuition, Shield AI.
- PrivateMarketView records 2 deal participations by GoalVest Advisory.
- GoalVest Advisory’s most recent recorded investment was in Mar 2026, one of 1 in the last 12 months.
- GoalVest Advisory reports $7.0M in regulatory assets under management across 4 private funds, per its SEC Form ADV (2026-03).
Investment focus
Its SEC Form ADV lists $7 million in regulatory assets under management across 4 private funds (Mar 2026).
Investment activity
GoalVest Advisory joined 1 recorded round in the last two years, in line with the 1 in the two years before. By year: 1 in 2026 and 1 in 2023. Most recently: OpenEvidence (Series D, Mar 2026) and Armada (Commercial Products) (Series A, Dec 2023).
GoalVest Advisory portfolio at a glance
15 portfolio companies are on record for GoalVest Advisory, including Anduril Industries, Applied Intuition and Shield AI. The book leans Business/Productivity Software (3), Aerospace and Defense (2) and Aerospace (1).
13 of the 15 carry a recorded valuation and 7 have recorded secondary-market trades, the names a secondary buyer or seller can price.
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GoalVest Advisory at the SEC
Form ADV · 2026-03 · CRD 285374- Regulatory AUM
- $7.0M
- Private fund assets
- $16.8M
- Private funds
- 4 · 1 venture, 1 private equity, 2 other
- Staff
- 10
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GOALVEST ADVISORY LLC).
- ·The top 10 names in the book — of 15 recorded positions
- ·Watchlist + alerts for GoalVest Advisory's activity
Portfolio
15 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Anduril Industries | Aerospace and Defense | ▮ | ▮ | ▮ |
| Applied Intuition | Business/Productivity Software | ▮ | ▮ | ▮ |
| Shield AI | Aerospace and Defense | ▮ | ▮ | ▮ |
+ 12 more companies · all 15, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
GoalVest Advisory recent deals
2 recordedMembership and data by Private Market View
Frequently asked about GoalVest Advisory
- What companies does GoalVest Advisory invest in?
- GoalVest Advisory has 15 recorded portfolio companies, including Anduril Industries, Applied Intuition, Shield AI.
- Is GoalVest Advisory actively investing?
- GoalVest Advisory's most recent recorded investment was in Mar 2026, with 1 investments in the last 12 months.