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FORGE GLOBAL ADVISORS LLC
CRD 284722 · SEC 801-116933
4 EMBARCADERO CENTER, SUITE 1500, SAN FRANCISCO, CA, 94111, United States
Phone
(415) 881-1612
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.46B
Discretionary AUM
$2.46B
Team
18 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 122 | $2.46B |
States served
CA
Official SEC filing: View on IAPD