$111.3M Total AUM
$111.3M Disc. AUM
17.4% 3Y CAGR
3 Employees
119 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Insight catalystAlpha eagle +more
- Established Date
- 04-12-2022
- Office Locations
- 2
Office Locations
801 Brickell Avenue 8TH Floor Miami FL
Carrer DE LA Marina 16-18 27th Floor Barcelona --
About GOI
GOI is an RIA led by founder/CIO Rakesh Khilnani, providing asset management and financial planning for clients including entrepreneurs. The firm focuses on portfolio construction, asset allocation, and risk management, implementing primarily ETF-based strategies complemented by fixed income and alternatives (including private funds). Custody includes Charles Schwab, with offices in Miami and Barcelona.
Team overview
-- AVG AGE
$55.7M AVG AUM / ADVISOR
$935.7K AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Catalyst north Vital crest Bridge capital Bridge Element glacier Crest ridge Ridge radial Atlas foundation
Client Personas
Frontier
Custodian
Crest crest Matrix Delta value Crest
Investment Themes
Peak peak Vector Signal eagle Capital legacy
Investment Vehicles
Summit
Services
Radial Catalyst Vital insight Horizon Vertex unison Insight summit Eagle meridian Quantum
Technology
Oak Momentum optima Value unison Crest radial Bridge fusion
Owner & Executives
RAKESH KHILNANI
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #2259700
- Ownership
- 75% or more
(505) 672-5166
wave.bridge@vertexcapital.com
in linkedin.com/in/quantum-signal
A
Ayan Nemitz Khilnani
--
- CRD
- --
- Ownership
- Less than 5%
(472) 261-4093
eagle.frontier@unisoncapital.com
in linkedin.com/in/momentum-value
Showing 2 of 2 owners & executives
Unlock allContacts
A
Ariana Sher
--
- CRD
- #7848236
(280) 496-6854
alpha.bridge@legacycapital.com
in linkedin.com/in/beacon-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,348,774 | $795,348 |
| Non-Discretionary | $0 | -- |
| Total | $111,348,774 | $795,348 |
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Separately Managed Accounts
Total SMA Asset: $111,341,504
Equity - Exchange:
13.2% Cash:
12.3% Other:
10.2% U.S. Government/Agency:
24.9% Municipal Bonds:
14.7% Private Funds:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $564,643,613 | 13.2% |
| Cash | $526,145,185 | 12.3% |
| Other | $436,315,519 | 10.2% |
| U.S. Government/Agency | $1,065,123,180 | 24.9% |
| Municipal Bonds | $628,807,660 | 14.7% |
| Private Funds | $1,056,567,975 | 24.7% |
| Total | $4,277,603,132 | 100.0% |