Goodman Financial is a fund manager in Houston with $580.10 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
760266967
SEC advisor number
801-61260
FINRA CRD number
114637
AUM ?
$580.10 mm
(as of 21 Apr 23)
Accounts
739
(as of 21 Apr 23)
Employees
23
(13 investment advisory or research)
Address
Goodman Financial
5177 RICHMOND AVE, SUITE 700
HOUSTON
TX 77056
5177 RICHMOND AVE, SUITE 700
HOUSTON
TX 77056
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
713-599-1777
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Goodman, Steven, Robert | President | 12/1988 | > 75% |
Jungen, Charlotte, Marie | Chief Compliance Officer & Chief Operating Officer | 03/2015 | < 5% |
Matlock, Christopher, Allan | Chief Investment Officer | 10/2018 | < 5% |
McCoy, Linda, JEAN | Chief Client Officer | 02/2021 | < 5% |
Francia, Lisa, Ann | Chief Financial Officer | 10/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Goodman Financial Corporation | $580.10 mm | |
GFC Quantified Alpha, LP | $490.60 k | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21