Goldiron Gp Llc
- Regulatory AUM
- $60.2M
- Discretionary
- $60.2M
- Clients
- 1
- Avg AUM / client
- $60.2M
- Accounts
- 1
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $60.2M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $132M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Goldiron Lp | Private Equity Fund | New York | $132M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| French, Marina, K. | Trustee | Aug 2004 (22y) | GP / trustee / elected manager of The Stephen M. Kellen 2004 Trust F/B/O Andrew Gundlach (indirect) | |
| Grubin, Jerome, S. | Trustee | Aug 2004 (22y) | GP / trustee / elected manager of The Stephen M. Kellen 2004 Trust F/B/O Andrew Gundlach (indirect) | |
| Kellen, Michael, Max | Trustee | Aug 2004 (22y) | GP / trustee / elected manager of The Stephen M. Kellen 2004 Trust F/B/O Andrew Gundlach (indirect) | |
| Gundlach, Andrew, Stephen | Chief Compliance Officer/Managing Director | Jul 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Stephen M. Kellen 2004 Trust F/B/O Andrew Gundlach | Member | Jul 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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, $132M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Goldiron Lp | Private Equity Fund | $132M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.23 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • DIVIDEND ALLOCATION
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 11, 2026.
View current Form ADV (SEC/IAPD) ↗