FORTHRIGHT PARTNERS LLC
Adviser information for FORTHRIGHT PARTNERS LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 50 | $117.7M |
| Non-Discretionary | 2 | $26.5M |
| Total | 52 | $144.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9 | $3.4M |
| HNW Individuals | 11 | $56.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $3.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $80.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-119368 |
|---|---|
| SEC ERA File Number | 801-119368 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310311 |
| Legal Entity Identifier | None |
Principal Office
3350 RIVERWOOD PARKWAY SESUITE 675
ATLANTA
GA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 404-596-4550, Fax: 762-220-6273
Websites
Chief Compliance Officer
BEVERLY KELLY
3350 RIVERWOOD PARKWAY SE
SUITE 675
ATLANTA
GA
United States
Tel:
404-596-4550
Fax:
762-220-6273
B******@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Kelly, Beverly, White | Individual | – | ELECTED MANAGER, CCO | 04/2020 | 25-50% |
| SIMON, HONG-TSUN | Individual | – | ELECTED MANAGER | 09/2020 | 25-50% |
| VU, BAOKY, NGUYEN | Individual | – | DIRECTOR OF EQUITY RESEARCH | 03/2022 | 10-25% |