Forza Investment Group, LP

RIASEC RegisteredEst. 2024
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$332M
Accounts
14
Employees
17
Advisory reps
2

Firm details

Headquarters
Summit, New Jersey
CRD number
329156
Registered since
January 3, 2024
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.61%
  • Other2.39%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forza Investment Group, LP is organized as a limited partnership and operates as a hedge-fund manager and pooled-vehicle sponsor. The firm is SEC-registered in 2024 and reports a client base that is institutional in orientation. Its operating model combines percentage-of-AUM charges with performance-based fees, and it carries business registrations consistent with commodity pool operator/commodity trading adviser activity. Advisory services include portfolio management for a mix of individuals/small businesses, pooled investment vehicles, and institutional or corporate clients. The firm reports roles as sponsor, general partner, and managing member of pooled investment vehicles. Forza does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator in the sense of committing third-party capital on a programmatic basis.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 97%, Cash & Cash Equivalents 3%97%
  • Non-Investment Grade Corp Bonds97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Mark Melchiorre

    Mark Melchiorre

    CIO and Managing PartnerCRD 3156638

  • Jason Pecora

    CFO, COO, Chief Compliance OfficerCRD 2926823

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, 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
Union
Address
35 Beechwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth