The FORWARD CAPITAL ADVISORS is a privately held investment adviser that advises $2.82Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. FORWARD CAPITAL ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 87.9% over the last 5-years.
The Group has been registered with the SEC for 19.41 years and is comprised of 3 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 9878 W. BELLEVIEW AVE. #2306, DENVER, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 22 investment and 5 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $2.82Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $1.19Bn or 42.35% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $545.21mn or 19.36% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and Exchange Traded Funds, representing 81.72%, 14.25% and 4.03% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FORWARD CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.