Forvm Global Investments LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 340612
- Registered since
- September 22, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Forvm Global Investments LLC is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026 and is marked as a newly formed adviser. Its regulatory profile identifies it as operating in the capacity of a commodity pool operator (CPO) or commodity trading advisor (CTA) and as providing portfolio management for pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual. The firm’s fee arrangements include both a percentage-of-assets-under-management component and performance-based fees. Forvm Global is not flagged as an active ESG investor, it is not a multi-state adviser in the data provided, and it does not list pension consulting or a related-adviser relationship.
Assets & Accounts
Investments & Alternatives
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
1 of 1Stefania Perrucci
Chief Investment OfficerCRD 4583041
Contacts
3 of 3Kevin Treacy
Registered RepresentativeCRD 2576168
Matthew Goldberg
CRD 8230050
Joan Goldberg
CRD 8230054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1270 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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