FORZA INVESTMENT GROUP, LP
Adviser information for FORZA INVESTMENT GROUP, LP last updated from Form ADV on January 3rd, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| 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 | No |
|---|
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 | 0 | $0 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129245 |
|---|---|
| SEC ERA File Number | 801-129245 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329156 |
| Legal Entity Identifier | None |
Principal Office
35 BEECHWOOD ROADSUMMIT
NJ
United States
Monday - Friday, 9AM - 5PM
Tel: 973-315-5394, Fax: None
Chief Compliance Officer
JASON PECORA
CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER
35 BEECHWOOD ROAD
SUMMIT
NJ
United States
Tel:
973-315-5394
C*********@***********M
(Full email address available in API data)
Industry Affiliates
| BREAN ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PECORA, JASON, LOUIS | Individual | – | CFO, COO, CCO | 11/2023 | 10-25% |
| MELCHIORRE, MARK | Individual | – | CIO AND MANAGING PARTNER | 11/2023 | > 75% |
| FIG GP, LLC | Domestic Entity | – | GENERAL PARTNER | 11/2023 | < 5% |
| MELCHIORRE, MARK | Individual | FIG GP, LLC | OWNER | 11/2023 | > 75% |