$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Washington CT
About Goodstead
GOODSTEAD is a Washington, CT RIA that builds client portfolios using a two-sleeve framework: Roadstead (safe-haven developed-market sovereign fixed income) and Whaleroad (liquid, broadly diversified public equities/REITs/commodities via cost-efficient managers). Emphasizes risk, taxes and fees, with an ESG-informed bias when suitable; custodies at Interactive Brokers.
Team overview
46 AVG AGE
$3.6M AVG AUM / ADVISOR
$600.0K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Bridge atlas Atlas Pathway
Client Personas
Atlas
Custodian
Catalyst atlas Momentum Beacon Element fusion
Investment Themes
Bridge timber Focus summit Peak fusion
Investment Vehicles
Quantum radial
Services
Matrix crest Harbor unison Vertex insight
Owner & Executives
ROBERT ELBERT SWIGERT
GENERAL PARTNER, HEAD OF OPERATIONS
- CRD
- #5846103
- Ownership
- 75% or more
(588) 960-2492
peak.beacon@ridgecapital.com
in linkedin.com/in/harbor-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,600,000
Equity - Exchange:
54.8% Cash:
45.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,151,863,702 | 54.8% |
| Cash | $2,599,712,396 | 45.2% |
| Total | $5,751,576,098 | 100.0% |