Goalvest Advisory LLC
Emerging managerSEC-registered investment adviser.
- HQ
- NY
Goalvest Advisory LLC describes its focus as investing in the next generation of blue-chip companies while seeking outsized returns. Sevasti Balafas is listed as its CEO and founder.
01 · Says / Does
| Tag | Says | Does |
|---|---|---|
| Stages | Growth | Not enough dated deals |
| Sectors | Not stated | Not enough dated deals |
| Regions | Not stated | Not enough dated deals |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Goalvest Venture Growth Fund II LP | 2025 | $15.21M (Form D) | Raising |
| GoalVest Pre-IPO Growth Fund LP Through its venture capital program, the firm invests in the next generation of blue-chip companies while seeking outsized returns, alongside its wealth management and structured notes services. Inferred from the firm's website | 2022 | $9.02M (Form D) | Late investment period |
03 · People across funds
- Blair Cohen
Goalvest Venture Growth Fund II LP (Named on Form D)
- Sevasti Balafas, CEO AND FOUNDER
Goalvest Venture Growth Fund II LP (Named on Form D); GoalVest Pre-IPO Growth Fund LP (Named on Form D)
- Yadh Yaich, Manager of GoalVest General Partner LLC, the General Partner of GoalVest Pre-IPO Growth Fund LP.
GoalVest Pre-IPO Growth Fund LP (Named on Form D)
04 · Recent deals
No dated deals found yet.
05 · Latest from the firm
No news from the firm's website yet.
06 · Sources
- https://www.goalvestadvisory.com
- https://www.goalvestadvisory.com/contact-goalvest-advisory
- https://www.goalvestadvisory.com/
- https://www.goalvestadvisory.com/insights
Fund dates and sizes are from SEC Form D filings.
Last verified: Oct 28, 2026