FORGELIGHT LLC
Firm details
- Headquarters
- DORAL, Florida
- CRD number
- 307944
- Registered since
- March 31, 2020
- Website
- forgelight.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Forgelight LLC is a private equity-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm operates as sponsor, general partner and managing member of its funds, taking active roles in fund formation and portfolio management. Its advisory activity is concentrated on private equity strategies and it also allocates capital to third-party hedge funds. Forgelight charges both a percentage-of-assets fee and performance-based fees, consistent with traditional private investment fund economics. The firm is SEC-registered (since 2020) and is organized as a limited liability company with individual ownership. It is not described as an active ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2WADE DAVIS
Founder & Chief Exceutive OfficerCRD 2889087
Joseph Hanna
Chief Compliance OfficerCRD 8125587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DORAL, FL
MIAMI DADE
Location
DORAL, FL
Headquartered in DORAL, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 8551 NW 30th Ter
- Time zone
- ET (UTC-5)
- Office locations
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