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.
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 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.
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.
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.