FORGE GLOBAL ADVISORS LLC

Overview

Forge Global Advisors LLC is organized as an LLC and operates primarily as a manager of pooled investment vehicles with a focus on private equity. The firm works with institutional clients and structures its advisory work around managing private funds rather than providing individual retail wealth management. Investment activity centers on sponsoring and running private equity funds while using outside managers for selected alternative strategies. Fee arrangements combine a percentage-of-assets component with fixed fees and performance-based fees, reflecting the firm’s role as a fund manager and sponsor. The firm is not positioned as a broad capital allocator; instead it concentrates on pooled vehicle portfolio management and related sponsor activities. Forge Global Advisors LLC maintains affiliations across a range of industry roles — including broker-dealer relationships, other adviser structures, commodity pool/operator and futures activities, banking or trust relationships, insurance and pension consulting linkages, and acting as GP or managing member of pooled vehicles — which supports deal sourcing, fund operations and distribution for institutional investors. Forge Global Advisors LLC registered with the SEC in 2019 and is structured under domestic ownership with individual principals.

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Location & Offices