FORWARD CONSUMER PARTNERS, LLC
Adviser information for FORWARD CONSUMER PARTNERS, LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 3 | $425.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $425.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $425.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-129028 |
|---|---|
| SEC ERA File Number | 801-129028 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327847 |
| Legal Entity Identifier | None |
Principal Office
2 SOUND VIEW DRIVEGREENWICH
CT
United States
Monday - Friday, 9-6
Tel: 203-485-4700, Fax: None
Chief Compliance Officer
CHRISTINA MARIE HENDERSON
GENERAL COUNSEL
2 SOUND VIEW DRIVE
GREENWICH
CT
United States
Tel:
203-485-4747
C********@******************M
(Full email address available in API data)
Regulatory Contact
MATTHEW ZELUCK LEEDS
MANAGING PARTNER
2 SOUND VIEW DRIVE
GREENWICH
CT
United States
Tel:
203-485-4700
M***@******************M
(Full email address available in API data)
Industry Affiliates
| FORWARD I GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FORWARD FUND I-A, L.P. | Private Equity Fund | $1.4M | $0.0M | 17 |
| FORWARD FUND I-B, L.P. | Private Equity Fund | $0.0M | $0.0M | 9 |
| FORWARD FUND I, L.P. | Private Equity Fund | $2.6M | $0.0M | 62 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEEDS, MATTHEW Z | Individual | – | MANAGING PARTNER | 01/2023 | 50-75% |
| HENDERSON, CHRISTINA MARIE | Individual | – | GC/CCO | 06/2023 | < 5% |
| FORCON HOLDINGS LLC | Domestic Entity | – | OWNER | 06/2023 | 25-50% |
| HENDERSON, CHRISTINA, MARIE | Individual | FORCON HOLDINGS LLC | MANAGING MEMBER | 04/2023 |