The FORBES FAMILY TRUST GROUP is a privately held investment adviser that advises $17.99Bn in regulatory assets under management held in 4 SEC fund types across 11 investment strategies. FORBES FAMILY TRUST GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 20.03% over the last 5-years.
The Group has been registered with the SEC for 16.82 years and is comprised of 4 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 35 PORTMAN SQUARE, LONDON, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 10 US and Non-US bodies.
They have 122 employees comprised of 77 investment and 45 non-investment staff. The total number of Employees increased by 17.31% over the last 5-years.
Their $17.99Bn in assets advised are owned by 29 private funds, 84 public funds and BDCs and 61 other accounts. Assets of High Net Worth Individuals clients own $7.67Bn or 42.64% of Total Assets and Charitable Organizations own $6.23Bn or 34.64% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Fund of Funds, representing 45.77%, 40.31% and 8.44% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 4 Fund Administrators, 5 Fund Auditors, 1 Prime Brokers, 9 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $174.43mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FORBES FAMILY TRUST GROUP names 3 sub-advisers ANTHONY CAPITAL MANAGEMENT, LLC, DSM CAPITAL PARTNERS, PRIVIUM FUND MANAGEMENT (HK) LTD to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.