Goalvest Venture
Family officeActively deployingNew York · 7 people tracked
Also known as GoalVest · GOALVEST ADVISORY LLC
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GoalVest Advisory was founded to democratize access to sophisticated, institutional-quality investment offerings — including venture capital and structured notes — for high-net-worth clients, without the traditional barriers of family offices. As a fee-only, SEC-registered fiduciary, the firm builds individualized, institutional-caliber portfolios and pairs personalized wealth management with tax mitigation, estate planning, and financial life planning. It serves individuals, corporations, and financial advisors nationwide.
Source: firm website, verified Aug 25, 2026.
HQ
New York, US
Instruments
Equity
Founded
2017
AUM
$777.6M
Team · 7 people
from the firm's websiteSevasti Balafas· CEO and Founder· New York
Blair Cohen· Head of Private Investments
Ashwini Patil· Head of Trading· Greater Bostonin
Braden Deforge· Wealth Management Associate· New York, New York, United Statesin
Brooke Long· Client Service Associate· New York, New York, United Statesin
Harry Martin· Senior Investment Consultant· United Statesin
Frequently asked questions
- Where is Goalvest Venture located?
- Goalvest Venture is headquartered in New York, US.