Forge Global Advisors LLC (San Francisco)

Name: Forge Global Advisors LLC
Address: 95 Minna Street, San Francisco, CA, 94105
Telephone: 650-648-3347

Forge Global Advisors LLC is a large advisory firm based in San Francisco. It manages $231.26 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Forge Global Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forge Global Advisors: assets under management

The assets under management (AUM) of Forge Global Advisors LLC is $231.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $231.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.51 million each.

Forge Global Advisors has custody of $231.26 million in cash and securities for 42 clients in total but doesn’t act as a qualified custodian.

What kind of clients Forge Global Advisors serves?

The only and largest group of clients of Forge Global Advisors is pooled investment vehicles with 42 clients and $231.26 million of assets under management. Among the 12 most similar advisory firms, Forge Global Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $231.26 million for 42 clients. None of the firm’s clients are foreign persons or businesses.

Forge Global Advisors also advises several private funds. Namely, forty two private equity funds. The minimum investment commitment required of non-related persons is $20,000 for each fund.

Careers at Forge Global Advisors LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Forge Global	Owner	1 Jun 2016	75% - 100%	46-4770272
John Paul Teutonico	Chief compliance officer	1 Jun 2016	Other	4038287

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sohail Prasad	Owner	1 Jan 2014	25% - 50%	6629337
Samvit Ramadurgam	Owner	1 Jan 2014	25% - 50%	6620851

Based in San Francisco

The principal office where Forge Global Advisors LLC performs its advisory services is located at 95 Minna Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Salt Lake City, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-648-3347 or by fax N/A. The normal business hours are 9:00 - 7:00 on Monday - Friday. You can find more information about the New York firm at forgeglobal.com.