# Lindsay Goldberg: portfolio, investments and team

> Lindsay Goldberg is a private equity based in United States. 3 investments on record, latest Apr 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/lindsay-goldberg (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Lindsay Goldberg

Filed with the SEC to raise a fund in Sep 2026, closing $4,041M. Last cheque observed Apr 2015.

Quiet New fund $4.0B, Sept 2026 Private equity

Seed Series A Series B Digital-health Healthtech Smart Factory

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 3 on record

Since the last cheque **4218** days **00** hrs **00** min **00** sec

Median round **$283M** Rounds led **0 of 3** Sole investor **2 rounds** Exits **1 from the portfolio**

Pitch Lindsay Goldberg

## Lindsay Goldberg highlights

- 01 3 rounds on record
- 02 Mostly Growth and Venture: 100% of its rounds
- 03 Sole investor in 2 rounds, median $283M
- 04 1 exits from the portfolio

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2014-06 From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Series B
- **Sectors:** Digital-health Healthtech Smart Factory
- **Based in:** New York, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **3 appearances**

- **2015** 1 round
- **Apr** **[ECS Federal](https://millionrounds.com/company/ecs-federal)** US **Undisclosed** Sole investor
- **2007** 1 round
- **Jul** **[Brightstar](https://millionrounds.com/company/brightstar)** Growth · US · brightstarcorp.com **$283M** Sole investor
- **2003** 1 round
- **Apr** **[First American Payment Systems](https://millionrounds.com/company/first-american-payment-systems)** Venture · US **Undisclosed** With 1 other

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **9 named**

AE **Alan Edward Goldberg** Officer of Lindsay Goldberg GP IV LLC, general partner of Lindsay Goldberg IV L.P. i Filing they signed

ED **Ephraim D Mernick** COO of Adviser i Form ADV

JC **James C. Pickel, Jr.** Executive Officer i Filing they signed

JC **James Christopher Pickel Jr** Executive Officer i Filing they signed

JR **James Russell Triedman** Managing Partner of Adviser i Form ADV

JF **John F. Aiello** Officer of Lindsay Goldberg GP IV LLC, general partner of Lindsay Goldberg IV L.P. i Filing they signed

MW **Michael William Dees** Managing Partner of Adviser i Form ADV

RD **Robert Demarest Lindsay** Officer of Lindsay Goldberg GP IV LLC, general partner of Lindsay Goldberg IV L.P. i Filing they signed

RJ **Robert J.S. Roriston** Officer of Lindsay Goldberg GP IV LLC, general partner of Lindsay Goldberg IV L.P. i Filing they signed

We also hold **33** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$12B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** GOLDBERG LINDSAY & CO. LLC
- **SEC number:** CRD 141029

Funds on its Form ADV

**29** private funds, **$9.4B** in gross assets · filed Aug 2024

- Lindsay Goldberg V L.P. *Private equity* 112 investors $4.0B
- Lindsay Goldberg VI L.P. *Private equity* 23 investors $1.6B
- Lindsay Goldberg IV L.P. *Private equity* 61 investors $1.3B
- Lindsay Goldberg IV - A L.P. *Private equity* 32 investors $833M
- Lindsay Goldberg Alpine Co-INV. L.P. *Private equity* 10 investors $514M
- Lindsay Goldberg V AIV L.P. *Private equity* 79 investors $230M
- Lindsay Goldberg - Torrey Co-INV. L.P. *Private equity* 23 investors $228M
- Lindsay Goldberg Maverick Co-INV. L.P. *Private equity* 6 investors $199M
- Lindsay Goldberg IV REIT AIV L.P. *Private equity* 61 investors $134M
- Lindsay Goldberg IV - A REIT AIV L.P. *Private equity* 32 investors $84M

And 19 more on the filing.

Who backs their funds

## 1 LP on record in Lindsay Goldberg's funds

- **Committed:** $137M
- **Funds:** 1
- **Vintages:** 2015

The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Mar 2026.

- [**California Public Employees' Retirement System (CalPERS)** 1 fund *$137M*](https://millionrounds.com/fund/california-public-employees) Fund Vintage Committed Lindsay Goldberg IV 2015 $137M

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Brightstar](https://millionrounds.com/company/brightstar)** Bought by Tech Data **Undisclosed** Jan 2012

An exit counts when it came after the firm's first round in the company. From historical deal records.

## Companies it bought

Acquisitions by the firm itself

**[Dealer Tire](https://millionrounds.com/company/dealer-tire)** **Undisclosed** Nov 2014

New fund on file

**$4.0B**

raised in Sept 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$283M** the round, not its cheque Alone, median **$283M**

Led 0 of 3 rounds **0%**

- **Sole investor:** 2 rounds
- **Last cheque:** Apr 2015
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Growth *1*
- Venture *1*
- Seed said *-*
- Series A said *-*
- Series B said *-*

Cheques by year Led Joined

2003 2015

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## Quick answers about Lindsay Goldberg

### What does Lindsay Goldberg invest in?

Lindsay Goldberg invests most often at Growth and Venture (100% of the rounds on record), in sectors such as Digital-health, Healthtech and Smart Factory.

### How active is Lindsay Goldberg?

3 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2015.

### How big are Lindsay Goldberg's cheques?

The median round it joins is $283M.

### Is Lindsay Goldberg investing now?

No investments in the last 12 months; the latest was in Apr 2015.

### What kind of investor is Lindsay Goldberg?

Lindsay Goldberg is a private equity firm based in New York, United States.

### How much does Lindsay Goldberg manage?

About $12B, as regulatory assets under management (Oct 2026).

### Has Lindsay Goldberg raised a new fund?

Its latest fund filing with the SEC was in Sept 2026, reporting $4.0B raised.

### When was Lindsay Goldberg founded?

Lindsay Goldberg was founded in 2001.

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