J. Goldman & Co., L.P.
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 8
- Avg AUM / client
- $609M
- Accounts
- 8
- Employees
- 112
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 483 positions, $3,441,842,893)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | RUSSELL 2000 ETF | $183,508,344 | 739,953 | 5.33% | 3.77% |
| 2 | State Str Spdr S&P 500 Etf T | TR UNIT | $102,890,942 | 158,211 | 2.99% | 2.11% |
| 3 | Eli Lilly & Co | COM | $69,332,263 | 75,380 | 2.01% | 1.42% |
| 4 | Amazon Com Inc | COM | $65,706,477 | 315,487 | 1.91% | 1.35% |
| 5 | Madden Steven Ltd | COM | $55,269,112 | 1,629,396 | 1.61% | 1.13% |
| 6 | Carrier Global Corporation | COM | $52,252,189 | 927,938 | 1.52% | 1.07% |
| 7 | Western Un Co | COM | $49,622,595 | 5,684,146 | 1.44% | 1.02% |
| 8 | Centuri Holdings Inc | COM SHS | $49,151,170 | 1,682,683 | 1.43% | 1.01% |
| 9 | Roku Inc | COM CL A | $44,446,231 | 469,734 | 1.29% | 0.91% |
| 10 | Zebra Technologies Corporati | CL A | $42,421,705 | 202,897 | 1.23% | 0.87% |
| 11 | Echostar Corp | CL A | $41,950,278 | 358,335 | 1.22% | 0.86% |
| 12 | American Eagle Outfitters In | COM | $41,220,126 | 2,468,271 | 1.2% | 0.85% |
| 13 | Generac Hldgs Inc | COM | $36,636,876 | 187,564 | 1.06% | 0.75% |
| 14 | Tractor Supply Co | COM | $35,747,272 | 789,123 | 1.04% | 0.73% |
| 15 | Victorias Secret And Co | COMMON STOCK | $33,160,659 | 715,286 | 0.96% | 0.68% |
| 16 | Andersen Group Inc | CL A | $32,640,000 | 1,200,000 | 0.95% | 0.67% |
| 17 | Cogent Biosciences Inc | COM | $32,607,573 | 847,170 | 0.95% | 0.67% |
| 18 | Norwegian Cruise Line Hldgs | SHS | $30,522,084 | 1,632,197 | 0.89% | 0.63% |
| 19 | Rivian Automotive Inc | COM CL A | $29,958,470 | 1,990,596 | 0.87% | 0.61% |
| 20 | Abbott Laboratories | COM | $29,693,396 | 289,212 | 0.86% | 0.61% |
| 21 | T Mobile Us Inc | COM | $28,492,670 | 135,660 | 0.83% | 0.58% |
| 22 | Invesco Qqq Tr | UNIT SER 1 | $27,979,378 | 48,476 | 0.81% | 0.57% |
| 23 | Select Sector Spdr Tr | STATE STREET FIN | $27,741,349 | 561,907 | 0.81% | 0.57% |
| 24 | Tesla Inc | COM | $26,877,525 | 72,300 | 0.78% | 0.55% |
| 25 | Crane Company | COMMON STOCK | $26,426,340 | 154,540 | 0.77% | 0.54% |
Top 25 of 483 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $4.9B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $3.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| J. Goldman Master Fund, L.P. master | Hedge Fund | British Virgin Islands | $3.6B | 425 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldman, Jay, Glenn | Chief Executive Officer | Mar 1986 (40y) | Less than 5% | |
| Goldman, Irvin, Jan | Trustee | Apr 1995 (31y) | GP / trustee / elected manager of Goldman Descendants 2014 Trust (indirect) | |
| Magaro, Joseph, Russell | President | Jan 2015 (12y) | Less than 5% | |
| Weiss, Sagan, Alessandra | Chief Compliance Officer | Feb 2019 (8y) | Less than 5% | |
| Juliano, Michael, John | General Counsel/Chief Operating Officer | Jun 2019 (7y) | Less than 5% | |
| Wagner, Deanna, Elizabeth | Chief Financial Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jgg 2010 Trust | Limited Partner | Jan 2011 | A | 75% or more |
| Goldman Descendants 2014 Trust | Limited Partner | Jan 2011 | A | 10% – 25% |
| J. Goldman Capital Management, Inc. | General Partner | Jan 2011 | A | Less than 5% |
| Jgg 2010 Trust | Shareholder | Jan 2011 | B | ≈ 0% – 5% via J. Goldman Capital Management, Inc. |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jgg 2010 Trust: 75% – 100% of J. Goldman Capital Management, Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| J. Goldman Master Fund, L.P. | Hedge Fund | $3.6B | $500K | 425 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT OF OVERHEAD EXPENSES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗