Goldrock Capital
Multi-family office in Modiin, Israel, founded in 1999 as the Goldman family's office; advises families on asset allocation and invests through third-party funds and managers.
USEFUL FOR Fund managers raising capital
Identity
- WEALTH ORIGIN
- David Goldman, co-founder, CEO and chairman of The Sage Group
- HEADQUARTERS
- Modiin, Israel
- FOUNDED
- 1999
Investment approach
- ROUTES
- Funds (as LP)
- STRATEGIES
- Funds (as LP)
Overview
Goldrock was formed in 1999 by Daniel Goldman to manage his family's wealth, originally as Goldman Investments, and became a multi-family office in 2013. It builds an investment policy and diversified portfolio for each client family, implemented through passive instruments and third-party funds and managers rather than individual stock picking. It also coordinates tax and estate planning, consolidated reporting and administration. The firm states it is partner owned, not licensed, and serves qualified investors only.
Investment thesis
Diversified, risk-appropriate portfolios focused on wealth preservation and long-term growth, implemented through carefully selected third-party managers.
People
Frequently asked questions
Goldrock Capital is a multi family office based in Modiin, Israel, founded in 1999.
Goldrock Capital invests on behalf of the Goldman family (David Goldman, co-founder, CEO and chairman of The Sage Group).
Goldrock Capital invests in third-party funds as an LP. Its stated asset mix includes funds (as lp).
Key people at Goldrock Capital include Daniel Goldman (Chairman and Partner), Darren Rockman (CEO and Partner), David Ram (CIO and Partner) and Zach Reich (Senior Client Advisor).