Goff Capital Partners, LP (Fort Worth)

Name: Goff Capital Partners, LP
Address: 777 Main Street, Fort Worth, TX, 76102
Telephone: 817-321-1600

Goff Capital Partners, LP is a large advisory firm based in Fort Worth. It manages $1.39 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado and Texas.

Goff Capital Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goff Capital Partners: assets under management

The assets under management (AUM) of Goff Capital Partners, LP is $1.39 billion. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $422.6 million in discretionary accounts and $968.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $121.06 million.

Goff Capital Partners has custody of $144 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goff Capital Partners, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goff Capital Partners, LP

Goff Capital Partners, LP is owned by John Collins Goff. Jason E Anderson joined the executive team most recently as the Ceo/Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Collins Goff	Managing principal/owner	1 Feb 1998	25% - 50%	6020434
L.L.C. Gmsp	General partner	1 Feb 1998	Other	75-2752116
Hugh Mccauley Balloch	Managing principal/owner/cco	1 Jan 1999	25% - 50%	1834355
Mark Wesley Collier	Chief financial officer	1 May 2005	Other	6020529
Conrad Joseph Suszynski	Managing principal/owner	1 Nov 2006	25% - 50%	1080567
Jason E Anderson	Ceo/owner	1 Jun 2016	Other	6699976
Suzanne Stevens	Chief financial officer	1 Jun 2016	Other	6737127

Based in Fort Worth

The principal office where Goff Capital Partners, LP performs its advisory services is located at 777 Main Street, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in Centennial, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-321-1600 or by fax 817-882-2002. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at goffcp.com/.