PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Goldman Sachs Wealth Services, L.P.

● SEC registered since 1994CRD 106693SEC# 801-48238Cohoes, NY
Export (members)
Reg. AUM
$31.69B
Employees
1,923
Accounts
36,184
Location
Cohoes, NY

Goldman Sachs Wealth Services, L.P. assets under management

Goldman Sachs Wealth Services, L.P. is an investment advisory firm registered with the SEC based in Cohoes, NY. The firm has been registered since 1994. It reports $31.7 billion in regulatory assets under management and employs 1,923 people.

Goldman Sachs Wealth Services, L.P. owners & executives

10 reported
NameTitleOwnershipSince
Gs Ayco Holding LLC ControlLimited PartnerOver 75%2003
Jason Patrick Shepard ControlVice President, SecretaryUnder 5%2024
Kyle Kinowski ControlVice President, Assistant SecretaryUnder 5%2024
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Goldman Sachs Wealth Services, L.P. manage?

Goldman Sachs Wealth Services, L.P. reports $31.7 billion in regulatory assets under management on its Form ADV.

How many employees does Goldman Sachs Wealth Services, L.P. have?

Goldman Sachs Wealth Services, L.P. reports 1,923 employees.

Where is Goldman Sachs Wealth Services, L.P. located?

Goldman Sachs Wealth Services, L.P. is based in Cohoes, NY and has been SEC-registered since 1994.

Does Goldman Sachs Wealth Services, L.P. disclose fund performance?

Goldman Sachs Wealth Services, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Coliseum Drive, Cohoes, NY 12047
Phone518-886-4000
Office hours8a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK935142
Discloses disciplinary historyYes

Regulatory AUM

$31.69B▲ 22%
Feb '25 — $25.87BMar '25 — $25.96BApr '25 — $25.96BMay '25 — $25.96BJun '25 — $25.96BJul '25 — $25.96BAug '25 — $25.96BSep '25 — $25.96BOct '25 — $25.96BNov '25 — $25.96BDec '25 — $25.96BJan '26 — $25.96BFeb '26 — $25.96BMar '26 — $31.69BApr '26 — $31.69BMay '26 — $31.69BJun '26 — $31.69B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$31.69Bregulatory AUM
Discretionary $31.69B