Fundraising FoxAssetMark
Concord, US · Founded 2016 · 3 known investors
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AssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
Founders & leadership
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Charles GoldmanPresident, CEO & Director2014–2021Charles Goldman served as President and CEO of AssetMark, a provider of investment solutions for financial advisors, and previously held senior roles including President of Fidelity Investments' Custody & Clearing division and Executive Vice President and head of Schwab Institutional. He holds a Bachelor of Science in finance from the University of Southern California and an MBA from UCLA.
Investors · 3
Reported raises · per SEC filings
Form D private placements$2.8M disclosed across 1 round · 2016
▶$2.8MraisedDec 2016 · 33 investors · InvestingRule 506(b)
▶$2.8MraisedDec 2016 · 33 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Charles GoldmanExecutive Officer
- Offering amount
- $2.8M
- Amount sold
- $2.8M
- First sale
- Nov 2016
- Incorporated
- Limited Liability Company, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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IndustriesJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
VanguardVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
ChaseA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Companies working in the same space as AssetMark.
Frequently asked questions
- What does AssetMark do?
- AssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
- Who are AssetMark's investors?
- AssetMark's investors include Aquiline Technology Growth, Genstar, Lovell Minnick.
- How much funding has AssetMark raised?
- AssetMark has disclosed $2.8M raised across 1 round.
- Where is AssetMark headquartered?
- AssetMark is headquartered in Concord, US.