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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

TypeClientsAUM
Pooled investment vehicles122$2.46B

States served

CA

Official SEC filing: View on IAPD