Forefront Analytics, LLC

RIASEC RegisteredEst. 2010

Total AUM

$679M

Discretionary

$447M

66% of AUM

Avg account

$2M

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: West Conshohocken, Pennsylvania
CRD number: 153016
Registered since: June 3, 2010
Website: www.forefrontanalytics.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses50.75%
HNWI30.92%
Pooled Investment Vehicles13.49%
Charitable Organizations3.4%
Individuals1.45%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Forefront Analytics, LLC is an SEC-registered independent adviser and multifaceted fund manager that combines registered advisory services with sponsor/GP roles in private funds. Operating since 2010 as an LLC, the firm acts as a capital allocator for both individuals and families as well as institutional clients. Its advisory work spans direct portfolio management for individual and small-business accounts, pooled investment vehicles, and institutional mandates, and it also conducts manager selection for external advisers. The firm employs a mixed fee schedule that includes percentage-of-AUM fees, fixed and hourly charges, and performance-based compensation. Forefront Analytics is classified across multiple strategies—hedge fund, venture capital, and broader alternative asset management—rather than as a single-style wealth manager. It is not an active ESG investor according to its public filings.