SCHEDULE: J. Goldman & Co. Reports 9.17% Stake in Andersen Group

J. Goldman & Co. LP, J. Goldman Capital Management, Inc., and Jay G. Goldman have jointly reported a 9.17% beneficial ownership stake in Andersen Group Inc.'s Class A Common Stock.

Summary

• J. Goldman & Co., L.P., J. Goldman Capital Management, Inc., and Jay G. Goldman (collectively, the "Reporting Persons") have filed a Schedule 13G.
• The filing reports beneficial ownership of 1,160,000 shares of Class A Common Stock, par value $0.0001 per share, of Andersen Group Inc.
• This aggregate amount represents 9.17% of Andersen Group Inc.'s Class A Common Stock outstanding.
• The percentage is calculated based on 12,650,000 Class A Ordinary Shares outstanding, as reported in the Company's Prospectus filed on December 17, 2025, and a Form 8-K filed on December 22, 2025.
• The Reporting Persons share both voting and dispositive power over all 1,160,000 beneficially owned shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Andersen Group Inc.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive development, as it indicates a significant passive investment by a reputable financial institution, suggesting confidence in Andersen Group Inc.'s long-term prospects without implying activist intentions.

Positives

• J. Goldman & Co. LP, a recognized investment adviser, holds a significant stake, potentially signaling confidence in Andersen Group Inc.'s long-term prospects.

Negatives

• No explicit negatives are disclosed in this Schedule 13G filing.

Risks

• No specific risks related to Andersen Group Inc. are mentioned in this Schedule 13G filing.

Future Outlook

NA

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings indicate passive ownership by institutional investors, distinguishing them from activist stakes reported via Schedule 13D. This filing suggests J. Goldman & Co. views Andersen Group Inc. as a long-term investment rather than a target for corporate governance changes, aligning with typical passive investment strategies for significant minority stakes.

Comparison to Industry Standards

• NA

Stakeholder Impact

• Shareholders: Increased institutional ownership by a reputable firm like J. Goldman & Co. may provide a sense of stability and validation for Andersen Group Inc.'s stock, potentially attracting further investor interest.

Next Steps

• No specific future actions or milestones are mentioned in this filing.

Key Dates

Recommendation

The filing indicates a significant passive stake by J. Goldman & Co. LP, suggesting institutional confidence in Andersen Group Inc. However, as a Schedule 13G, it does not signal activist intent or provide new operational or financial performance data. Investors should hold and monitor for further developments or more comprehensive financial disclosures from Andersen Group Inc. before making significant investment decisions.

Keywords

Andersen Group Inc., J. Goldman & Co., Schedule 13G, beneficial ownership, Class A Common Stock, institutional investment, passive stake