The FORGE GLOBAL ADVISORS is a publicly held investment adviser that advises $2.46Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. FORGE GLOBAL ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 364.84% over the last 5-years.
The Group has been registered with the SEC for 6.98 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4 EMBARCADERO CENTER SUITE 1500, SAN FRANCISCO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 18 employees comprised of 5 investment and 13 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $2.46Bn in assets advised are owned by 122 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.46Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 90.65% and 9.35% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 7 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 122 private funds with $2.45Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FORGE GLOBAL 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.