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Lindsay Goldberg LLC
Robert D. Lindsay · Private Equity · Buyout
Lindsay Goldberg is a relationship-driven investment firm based in New York City, founded in 2001 by Alan Goldberg and Robert Lindsay. The firm specializes in partnering with families, founders, and management teams to build and grow market-leading businesses across North America and Western Europe. Focusing on sectors such as industrials, business services, and healthcare, Lindsay Goldberg distinguishes itself through a long-term investment horizon and a collaborative approach to business building. The firm manages billions in committed capital and emphasizes operational improvements and strategic guidance to foster sustainable growth, often holding investments for significantly longer periods than traditional private equity firms.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -18.1% |
| YTD return | -28.9% |
| Sharpe ratio | 0.57 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lindsaygoldbergllc.com/ |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMTM | Amentum Holdings Inc. | 100.0% | -18.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | AMTM | 0.0% → 100.0% |
Investment Style Analysis
Lindsay Goldberg LLC is widely recognized for employing a Buyout strategy. As of Aug 20, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Business Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Lindsay Goldberg LLC made a significant move by increasing exposure to AMTM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Lindsay Goldberg's investment philosophy is centered on being a relationship-driven partner for family-owned and founder-led businesses. The firm prioritizes long-term value creation over short-term financial engineering, often employing a conservative approach to leverage and risk. Their strategy involves collaborating closely with management teams to drive operational excellence and organic growth, supported by a global network of affiliate partners. By focusing on hard-to-access target markets and maintaining a reputation as a trusted, patient partner, Lindsay Goldberg aims to align its interests with those of business owners to ensure the long-term sustainability and success of its portfolio companies.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Lindsay Goldberg LLC.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Lindsay Goldberg LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Lindsay Goldberg LLC's largest holding?
As of the latest filing, Lindsay Goldberg LLC's top position is Amentum Holdings Inc. (AMTM), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Lindsay Goldberg LLC's historical performance and risk profile?
Our simulation indicates a total return of -18.1%. Notably, the portfolio maintains a Sharpe Ratio of 0.57, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Lindsay Goldberg LLC primarily invest in?
Lindsay Goldberg LLC has a strong preference for the Specialty Business Services sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Lindsay Goldberg LLC's portfolio concentrated or diversified?
Lindsay Goldberg LLC runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Lindsay Goldberg LLC performed in 2026?
Our AI-simulated model portfolio for Lindsay Goldberg LLC tracks a Year-to-Date (YTD) return of -28.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert D. Lindsay manage Lindsay Goldberg LLC directly?
Yes, Robert D. Lindsay serves as the key portfolio manager for Lindsay Goldberg LLC, overseeing the investment strategy and final capital allocation decisions.