Forza Investment Group, LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Mark Melchiorre
CIO and Managing PartnerCRD 3156638
Jason Pecora
CFO, COO, Chief Compliance OfficerCRD 2926823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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