Goldner Hawn Lp
- Regulatory AUM
- $899M
- Discretionary
- $899M
- Clients
- 3
- Avg AUM / client
- $300M
- Accounts
- 3
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $899M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $804M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Goldner Hawn Fund Vii, L.P. | Private Equity Fund | Delaware | $407M | 42 |
| Goldner Hawn Fund Viii, L.P. | Private Equity Fund | Delaware | $397M | 40 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brass, Jason, Theodore | Partner | Mar 2011 (15y) | ≈ 0% – 2.5% via Goldner Hawn Llc | |
| Haagenson, Grace, Nanette | Treasurer / Chief Compliance Officer | Mar 2011 (15y) | Less than 5% | |
| Heinen, Joseph, Michael | Partner / Chief Executive Officer | Mar 2011 (15y) | ≈ 0% – 2.5% via Goldner Hawn Llc | |
| Cornell, Chadwick, Michael | Partner | Aug 2013 (13y) | ≈ 0% – 2.5% via Goldner Hawn Llc | |
| Settle, Peter, John | Partner | Jan 2015 (12y) | Less than 5% | |
| Herz, Darren, John | Chief Financial Officer | Oct 2019 (7y) | Less than 5% | |
| Tomashek, Andrew, M | Partner | Jan 2024 (3y) | ≈ 0% – 2.5% via Goldner Hawn Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Goldner Hawn Llc | General Partner | Mar 2018 | A | Less than 5% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brass, Jason, Theodore: 25% – 50% of Goldner Hawn Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Heinen, Joseph, Michael: 25% – 50% of Goldner Hawn Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Cornell, Chadwick, Michael: 25% – 50% of Goldner Hawn Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Tomashek, Andrew, M: 25% – 50% of Goldner Hawn Llc × 0% – 5% direct ≈ 0% – 2.5% 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 (2, $804M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Goldner Hawn Fund Vii, L.P. | Private Equity Fund | $407M | $5.0M | 42 |
| Goldner Hawn Fund Viii, L.P. | Private Equity Fund | $397M | $5.0M | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.6 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗