Daniel S. Goldman Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 13, 2025. Includes 140 assets and 4 liabilities.

Year:

2024

Est. Net Worth

$115.3M

2024 annual disclosure

Total Assets

$117.8M - $253.8M

140 assets

Total Liabilities

$36M - $105M

4 liabilities

Total Trades

1,322

From PTR filings

Trade Volume

$105.1M

Midpoint of disclosed ranges

Assets by Category

Other$54.4M (36)

Mutual Funds$48.9M (34)

LLC / Partnership$38.9M (24)

Retirement & Pension$38.4M (15)

Stocks$3.2M (16)

Bank & Cash$930K (9)

ETFs$700K (5)

Real Estate$375K (1)

Top Stock Holdings (from trades)

All Assets (140)

Asset	Type	Owner	Value	Income
12 West Capital Fund LP	Retirement & Pension	Self	$500,001 - $1,000,000	None
378 Greenwich Restaurant LLC New York, NY, US	LLC / Partnership	Self	N/A	None
Cypress Point Technology Fund LP	Retirement & Pension	Self	$100,001 - $250,000	Partnership Income $15,001 - $50,000
Exchange Place (Equity Only) All Cap LP	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
Gilder Gagnon Howe & Co, (J.D.)	Retirement & Pension	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $100,001 - $1,000,000
Goldman Sachs Bank USA Deposit	Bank & Cash	Self	$1,001 - $15,000	None
Daniel Goldman 12/9/2011 Trust	Other	Self	$500,001+	None
Jottshots!	Other	Self	$1,000,000 - $1,000,000	None
Schwab - Money Market Fund	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
WBF Southampton LLC	Other	Self	N/A	None
Wishbone Farm Ventures, LLC	Other	Self	N/A	None
BBR Equity Long/Short, QP - Receivable	Other	Self	N/A	Interest $201 - $1,000
BBR Fixed Income Opportunities Fund, LP	Other	Self	N/A	None
Avantor, Inc.(AVTR)	Stocks	Self	$15,001 - $50,000	None
Financial Square Government Fund FST Shares	Mutual Funds	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
Lazydays Holdings, Inc.(LAZY)	Stocks	Self	$1 - $1,000	None
Monte Vista Opportunity Fund I LP	Other	Self	$1,000,001 - $5,000,000	None
Monte Vista Real Estate Fund I LLC	Other	Self	$100,001 - $250,000	None
Presidio NCD III LP	Other	Self	$15,001 - $50,000	None
Daniel Goldman 1997 Trust => Presidio Northgate PEP II LP	LLC / Partnership	Self	$15,001 - $50,000	None
Daniel Goldman 1997 Trust => Stevenson Street H.I.G. II LP	LLC / Partnership	Self	$50,001 - $100,000	None
Daniel Goldman 1997 Trust => Stevenson Street Matpat II, LP	LLC / Partnership	Self	N/A	None
Daniel Goldman 1997 Trust => Vantagepoint Venture Ptrs IV, LP	LLC / Partnership	Self	$1,001 - $15,000	None
Daniel Goldman 1997 Trust => Village Roadshow Entertainment Group	LLC / Partnership	Self	$1,001 - $15,000	None
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP	LLC / Partnership	Self	N/A	None
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => BBR Investments => BBR Absolute Return (QP), LP	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => BBR Investments => BBR Absolute Return Long Duration III, LP	Retirement & Pension	Self	$500,001 - $1,000,000	Partnership Income $15,001 - $50,000
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => BBR Investments => BBR Absolute Return Long Duration IV, LP	Retirement & Pension	Self	$500,001 - $1,000,000	Partnership Income $15,001 - $50,000
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => BBR Investments => BBR ALO Fund, LLC	LLC / Partnership	Self	$5,000,001 - $25,000,000	Partnership Income $100,001 - $1,000,000
Daniel Goldman 1997 Trust => DSG Investment Holdings LLC => BBR Investments => BBR Equity Long/Short (QP), LP	Retirement & Pension	Self	$5,000,001 - $25,000,000	Partnership Income $100,001 - $1,000,000
BBR Private Investment Fund-Series I, LP	Other	Self	$500,001 - $1,000,000	Partnership Income $100,001 - $1,000,000
BBR Private Investment Fund-Series K, LP	Other	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
BBR Private Investment Fund-Series L, LP	Other	Self	$500,001 - $1,000,000	None
BBR Real Assets Fund II, LP	Other	Self	$250,001 - $500,000	Partnership Income $2,501 - $5,000
BBR Real Assets Fund III, LP	Other	Self	$250,001 - $500,000	Partnership Income $15,001 - $50,000
BBR Real Assets Fund IV, LP	Other	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
BBR Real Assets Fund VI LP	Other	Self	$1,000,001 - $5,000,000	None
BBR Real Assets Fund VII, LP	Other	Self	$500,001 - $1,000,000	Partnership Income $5,001 - $15,000
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP	Other	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
GOLDMAN SACHS BANK USA DEPOSIT	Bank & Cash	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
S&P Global Inc.(SPGI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Master Principal	Other	Self	$1,001 - $15,000	None
Financial Square Government Fund FST Shares (FGTXX)	Mutual Funds	DC	N/A	None
Exchange Place (Equity Only): All Cap LP	Other	DC	$50,000,001+	Partnership Income $1,000,001 - $5,000,000
Levi Strauss & Co Class A(LEVI)	Stocks	DC	$1,000,001 - $5,000,000	Dividends $15,001 - $50,000
Aristotle Floating Rate Income Fund Class I (PLFRX)	Mutual Funds	DC	N/A	Capital Gains, Dividends $50,001 - $100,000
BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1	Other	DC	$1,000,001 - $5,000,000	Dividends $15,001 - $50,000
DFA International Sustainability Core 1 Portfolio (DFSPX)	Mutual Funds	DC	$5,000,001 - $25,000,000	Capital Gains, Dividends $100,001 - $1,000,000
EXCHANGE PLACE (EQUITY ONLY): CLASS A	Other	DC	N/A	None
Financial Square Government Fund FST Shares (FGTXX)	Mutual Funds	DC	N/A	Dividends $50,001 - $100,000
Goldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX)	Mutual Funds	DC	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX)	Mutual Funds	DC	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX)	Mutual Funds	DC	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
Goldman Sachs Short-Term Conservative Income Fund Institutional Class (GPPIX)	Mutual Funds	DC	N/A	Capital Gains, Dividends $15,001 - $50,000
iShares ESG Aware MSCI USA ETF (ESGU)(ESGU)	ETFs	DC	N/A	Capital Gains $100,001 - $1,000,000
Patient Square Equity Partners Access LLC	LLC / Partnership	DC	$500,001 - $1,000,000	Partnership Income $201 - $1,000
REDBIRD CAPITAL PARTNERS IV AC	LLC / Partnership	DC	$500,001 - $1,000,000	Partnership Income $5,001 - $15,000
Tiger Global Crossover Access LLC	LLC / Partnership	DC	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP	LLC / Partnership	DC	$250,001 - $500,000	Partnership Income $15,001 - $50,000
Financial Square Government Fund FST Shares (FGTXX)	Mutual Funds	DC	$100,001 - $250,000	Dividends $100,001 - $1,000,000
Goldman Sachs - Cash	Bank & Cash	DC	$15,001 - $50,000	None
Financial Square Government Fund FST Shares (FGTXX)	Mutual Funds	DC	$15,001 - $50,000	Dividends $1,001 - $2,500
Non-US EQ	Other	DC	$1,000,001+	Partnership $50,001+
Artisan: Dynamic Equity (Non-US Equity) [Series]	Other	Self	$5,000,000+	Income $100,000+
BELGARD CAPITAL FUND LLC CLASS II	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND	Other	Self	$1,000,001 - $5,000,000	None
CHARLES RIVER REALTY FUND II L P	Real Estate	Self	$250,001 - $500,000	Partnership Income $1,001 - $2,500
DOVER STREET X LLC	LLC / Partnership	Self	$500,001 - $1,000,000	Partnership Income $201 - $1,000
HIGHVISTA INTERNATIONAL PARTNERS, L.P.	Other	Self	$15,001 - $50,000	Partnership Income $5,001 - $15,000
HIGHVISTA PRIVATE EQUITY III, L.P.	Retirement & Pension	Self	$1,001 - $15,000	Partnership Income $15,001 - $50,000
HIGHVISTA PRIVATE EQUITY VIII, L.P.	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
HIGHVISTA VENTURE CAPITAL IX, L.P.	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
HIGHVISTA VENTURE CAPITAL VIII, L.P.	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
HIGHVISTA VENTURE CAPITAL X, L.P.	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income $50,001 - $100,000
Daniel Goldman Grandchildren 1986 Trust	Other	Self	$1,000,001+	None
HIGHVISTA VENTURE CAPITAL XII, LP	LLC / Partnership	Self	$5,000,000 - $5,000,000	None
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC	LLC / Partnership	Self	$1,001 - $15,000	Partnership Income $2,501 - $5,000
LUXOR CAPITAL PARTNERS, LP	LLC / Partnership	Self	$15,001 - $50,000	Partnership Income $5,001 - $15,000
STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P.	LLC / Partnership	Self	$500,001 - $1,000,000	None
Stepstone VC Opportunities VI, L.P.	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
UNICORN PARTNERS FUND III, LP	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $2,501 - $5,000
WAVE EQUITY FUND II LP	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $15,001 - $50,000
Affiliated Managers Group, Inc.(AMG)	Stocks	Spouse	$1,001 - $15,000	None
Allegion plc Ordinary Shares(ALLE)	Stocks	Spouse	$1,001 - $15,000	None
Bank of America Corporation(BAC)	Stocks	Spouse	$1,001 - $15,000	None
Citigroup, Inc.(C)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Energy Transfer LP Common Units(ET)	Stocks	Spouse	$1,001 - $15,000	None
Ingersoll Rand Inc.(IR)	Stocks	Spouse	$1,001 - $15,000	None
Meta Platforms, Inc. - Class A(META)	Stocks	Spouse	$15,001 - $50,000	None
Mondelez International, Inc. - Class A(MDLZ)	Stocks	Spouse	$1,001 - $15,000	None
Morgan Stanley(MS)	Stocks	Spouse	$1,001 - $15,000	None
Morgan Stanley Bank NA	Bank & Cash	Spouse	$15,001 - $50,000	None
The Hershey Company(HSY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Trane Technologies plc(TT)	Stocks	Spouse	$15,001 - $50,000	None
Walmart Inc.(WMT)	Stocks	Spouse	$1,001 - $15,000	None
Vanguard Target Retirement 2035 Fund(VTTHX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
The AB Portfolios - AB Balanced Wealth Strategy - Class A(ABWAX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
BBR ALO Fund, LLC	LLC / Partnership	DC	$50,001 - $100,000	Dividends $5,001 - $15,000
BlackRock Strategic Income Opportunities Portfolio - Institutional(BSIIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Japan Fund(FJPNX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I(MSAQX)	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Schwab-Cash	Bank & Cash	DC	$1,001 - $15,000	None
SPDR S&P 500(SPY)	ETFs	DC	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	None
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	None
BBR ALO Fund, LLC	LLC / Partnership	DC	$50,001 - $100,000	Dividends $2,501 - $5,000
BlackRock Strategic Income Opportunities Portfolio - Institutional	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Japan Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Schwab-Cash	Bank & Cash	DC	$1,001 - $15,000	None
SPDR S&P 500(SPY)	ETFs	DC	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	None
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	None
BBR ALO Fund, LLC	LLC / Partnership	DC	$100,001 - $250,000	Dividends $5,001 - $15,000
BlackRock Strategic Income Opportunities Portfolio - Institutional	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Japan Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Schwab-Cash	Bank & Cash	DC	$1,001 - $15,000	None
SPDR S&P 500(SPY)	ETFs	DC	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
BBR ALO Fund, LLC	Other	DC	$250,001 - $500,000	Dividends $15,001 - $50,000
BlackRock Strategic Income Opportunities Portfolio - Institutional	Mutual Funds	DC	$15,001 - $50,000	Dividends $1,001 - $2,500
Fidelity Japan Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I	Mutual Funds	DC	$50,001 - $100,000	Dividends $1,001 - $2,500
Schwab-Cash	Bank & Cash	DC	$1,001 - $15,000	None
SPDR S&P 500(SPY)	ETFs	DC	$250,001 - $500,000	Dividends $2,501 - $5,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX)	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
(GSMTX)	Mutual Funds	Self	N/A	None
Daniel Goldman 12/9/2011 Trust => BBR Investments => BBR Fixed Income Opportunities Fund, LP	Retirement & Pension	Self	N/A	None
Daniel Goldman 1997 Trust => Stevenson Street Matpat II, LP	Retirement & Pension	Self	N/A	None
Daniel Goldman Grandchildren 1986 Trust US	Other	Self	N/A	None
Trust #1 Schwab Brokerage US	Other	DC	N/A	None
Trust #2 Schwab Brokerage US	Other	DC	N/A	None
Trust #3 Schwab Brokerage US	Other	DC	N/A	None
Trust #4 Schwab Brokerage US	Other	DC	N/A	None
Daniel Goldman 1997 Trust US	Other	Self	N/A	None
Daniel Goldman 1997 Trust US	Other	Self	N/A	None
Daniel Goldman 1997 Trust US	Other	Self	N/A	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Goldman Sachs	line of credit	$25,000,001 - $50,000,000	—	—
Goldman Sachs	mortgage	$5,000,001 - $25,000,000	—	—
Northern Trust	mortgage	$5,000,001 - $25,000,000	—	—
Northern Trust	mortgage	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Defensive$3.5M

Healthcare$4.9M

Communication Services$1.2M

Industrials$3.3M

Consumer Cyclical$2.7M

Technology$2.9M

Financial Services$4.7M

Basic Materials$1.2M

Banking$187K

Retail Trade$239K

Insurance$378K

Utilities$1M

Manufacturing$229K

Real Estate$3M

Energy$226K

Services$98K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).