Goldfinch Partners

Goldfinch Partners LP is an investment advisory firm established on July 13, 2018, specializing in providing investment advisory services to private funds. The firm's investment strategy focuses on sourcing and executing private equity investments across various industries, with a particular emphasis on digital transformation in core industry verticals. Goldfinch tailors its services to meet the specific investment objectives of its clients, primarily private funds, on a discretionary basis. As of December 31, 2024, Goldfinch had $2,050,893,838 in discretionary assets under management. Fees and compensation payable to Goldfinch are negotiable and vary among the funds, typically including management fees, advisory fees, and carried interest. Goldfinch does not participate in wrap fee programs and does not accept compensation for the sale of securities. The firm has a Code of Ethics in place to address and avoid potential conflicts of interest, and it has established policies and procedures for personal trading and participation or interest in client transactions. Goldfinch conducts periodic reviews of client accounts, with internal monitoring processes and oversight by the investment team. The firm also complies with custody rules, engages in proxy voting in the best interest of clients, and maintains financial information in accordance with regulatory requirements. Goldfinch has not been subject to bankruptcy proceedings in the past 10 years. For more detailed financial information, please refer to the attached balance sheet in Appendix A.