Foreword Capital, LP

RIASEC & State Registered
Total AUM
$431M
Discretionary
$431M
100% of AUM
Avg account
$144M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
332205
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Foreword Capital, LP is organized as a limited partnership that operates as a hedge fund manager and commodity pool operator/commodity trading advisor (CPO/CTA). The firm is SEC-registered (registration year noted as 2025) and focuses on institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner, or managing member of those vehicles. Foreword Capital charges a combination of asset-based fees and performance-linked fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Anthony Hassan

    COO / Limited PartnerCRD 5934037

  • Alexander Lerner

    Alexander Lerner

    Chief Investment Officer, Limited PartnerCRD 6774100

Contacts

1 of 1
  • Devin O'fallon

    Devin O'fallon

    Limited PartnerCRD 7353610

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
350 California St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth