FWD GLOBAL
Firm details
- Headquarters
- New York, New York
- CRD number
- 316780
- Registered since
- November 5, 2021
Firm profile
FINTRXOverview
FWD Global is an LLC that functions primarily as a sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2021, the firm appears structured around managing closed-end private funds rather than serving a retail advisory client base. Its registration and activity profile point to a manager-led model: sourcing deals, structuring funds, handling capital calls and LP relationships, and serving as managing member for the vehicles it controls. The firm is not positioned as an active ESG investor and does not report a multi-state retail advisory footprint; its principal emphasis is on private-market fund management across real estate, private equity and venture capital strategies.
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
Contacts
2 of 2ARIEL MORGENSTERN
PartnerCRD 7465398
PATRICK DEPICCIOTTO
Managing PartnerCRD 3106022
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
- 445 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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