FOREFRONT ANALYTICS, LLC
Adviser information for FOREFRONT ANALYTICS, LLC last updated from Form ADV on March 31st, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 20 |
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Investment Advisory/Research | 11 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 5 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 257 | $400.9M |
Non-Discretionary | 72 | $99.5M |
Total | 329 | $500.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 43 | $4.1M |
HNW Individuals | 115 | $123.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $52.1M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 32 | $75.8M |
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 | 13 | $245.1M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 7 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)ASSET ALLOCATION AND QUALITATIVE CONSULTING, EXPERT WITNESS TESTIMONY |
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Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Principal Office
ONE TOWER BRIDGE100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 610-341-3900, Fax: 610-341-9455
Chief Compliance Officer
ALEC BOSACKER
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Tel:
610-341-3900
Fax:
610-341-9455
A********@*********************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER GECZY
MANAGING MEMBER
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Tel:
(610) 341-9457
C*****@*********************M
(Full email address available in API data)
Industry Affiliates
FFSF (GP), LLC | Sponsor, GP, manager of pooled investment vehicles |
GKFO, LLC | Other investment adviser, including financial planners |
STONERIDGE INVESTMENT PARTNERS | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
FOREFRONT SELECT MASTER FUND, LP | Hedge Fund | $56.5M | $0.1M | 18 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Bosacker, Alec, John | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
GECZY, CHRISTOPHER, CHARLES | Individual | – | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | 01/2009 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ANNEXON INC | COM | 11K | 2K | GKFO LLC |
ANNEXON INC | COM | 68K | 14K | – |
ATHIRA PHARMA INC | COM | 107K | 40K | – |
ATHIRA PHARMA INC | COM | 17K | 6K | GKFO LLC |
BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 386K | 12K | GKFO LLC |
BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 7M | 220K | – |
COGENT BIOSCIENCES INC | COM | 114K | 14K | – |
COGENT BIOSCIENCES INC | COM | 18K | 2K | GKFO LLC |
CYTOMX THERAPEUTICS INC | COM | 68K | 55K | – |
CYTOMX THERAPEUTICS INC | COM | 11K | 9K | GKFO LLC |
DBX ETF TR | XTRACK MSCI EAFE | 5M | 115K | – |
DBX ETF TR | XTRACK MSCI EAFE | 3M | 69K | GKFO LLC |
DEERE & CO | COM | 829K | 2K | GKFO LLC |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 6M | 207K | – |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 800K | 26K | GKFO LLC |
FLEXSHARES TR | STOX GBL ESG SLT | 9M | 52K | – |
GERON CORP | COM | 11K | 3K | GKFO LLC |
GERON CORP | COM | 73K | 17K | – |
IMMATICS N.V | SHS | 19K | 2K | GKFO LLC |
IMMATICS N.V | SHS | 121K | 10K | – |
INCYTE CORP | COM | 49K | 812 | GKFO LLC |
INCYTE CORP | COM | 324K | 5K | – |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 363K | 17K | GKFO LLC |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 6M | 271K | – |
INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 225K | 14K | GKFO LLC |
INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 470K | 29K | – |
INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 2M | 17K | – |
ISHARES INC | CUR HD MSCI EM | 4K | 151 | GKFO LLC |
ISHARES INC | CUR HD MSCI EM | 2M | 63K | – |
ISHARES TR | 0-5 YR TIPS ETF | 2M | 22K | – |
ISHARES TR | 20 YR TR BD ETF | 378K | 4K | – |
ISHARES TR | 20 YR TR BD ETF | 161K | 2K | GKFO LLC |
ISHARES TR | 3 7 YR TREAS BD | 312K | 3K | GKFO LLC |
ISHARES TR | 3 7 YR TREAS BD | 1M | 9K | – |
ISHARES TR | 7-10 YR TRSY BD | 1M | 12K | – |
ISHARES TR | 7-10 YR TRSY BD | 312K | 3K | GKFO LLC |
ISHARES TR | CORE HIGH DV ETF | 5M | 42K | – |
ISHARES TR | CORE HIGH DV ETF | 721K | 7K | GKFO LLC |
ISHARES TR | CORE INTL AGGR | 361K | 7K | GKFO LLC |
ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
ISHARES TR | CORE S&P500 ETF | 43K | 79 | GKFO LLC |
ISHARES TR | FLTG RATE NT ETF | 1M | 22K | – |
ISHARES TR | GLB INFRASTR ETF | 645K | 13K | GKFO LLC |
ISHARES TR | GLB INFRASTR ETF | 5M | 96K | – |
ISHARES TR | GLOBAL REIT ETF | 305K | 13K | – |
ISHARES TR | IBOXX HI YD ETF | 66K | 859 | – |
ISHARES TR | IBOXX HI YD ETF | 318K | 4K | GKFO LLC |
ISHARES TR | IBOXX INV CP ETF | 4M | 34K | – |
ISHARES TR | IBOXX INV CP ETF | 35K | 332 | GKFO LLC |
ISHARES TR | JPMORGAN USD EMG | 6M | 67K | – |
ISHARES TR | JPMORGAN USD EMG | 13K | 144 | GKFO LLC |
ISHARES TR | MBS ETF | 320K | 3K | GKFO LLC |
ISHARES TR | MBS ETF | 5M | 58K | – |
ISHARES TR | MSCI INDIA ETF | 666K | 12K | – |
ISHARES TR | MSCI USA MIN VOL | 989K | 12K | – |
ISHARES TR | MSCI USA MMENTM | 6M | 32K | – |
ISHARES TR | MSCI USA MMENTM | 624K | 3K | GKFO LLC |
ISHARES TR | SHORT TREAS BD | 1M | 13K | – |
ISHARES TR | TIPS BD ETF | 548K | 5K | GKFO LLC |
ISHARES TR | TIPS BD ETF | 2M | 16K | – |
JPMORGAN CHASE & CO. | COM | 3K | 14 | – |
JPMORGAN CHASE & CO. | COM | 1M | 7K | GKFO LLC |
KRONOS BIO INC | COM | 145K | 117K | – |
KRONOS BIO INC | COM | 23K | 18K | GKFO LLC |
MEREO BIOPHARMA GROUP PLC | SPON ADS | 19K | 5K | GKFO LLC |
MEREO BIOPHARMA GROUP PLC | SPON ADS | 111K | 31K | – |
NKARTA INC | COM | 61K | 10K | – |
NKARTA INC | COM | 9K | 2K | GKFO LLC |
NUSHARES ETF TR | NUVEEN ESG LRGVL | 26M | 688K | – |
NVIDIA CORPORATION | COM | 4M | 31K | GKFO LLC |
NVIDIA CORPORATION | COM | 4K | 30 | – |
PFIZER INC | COM | 364K | 13K | – |
PFIZER INC | COM | 57K | 2K | GKFO LLC |
PHILIP MORRIS INTL INC | COM | 278K | 3K | GKFO LLC |
PIMCO ETF TR | 15+ YR US TIPS | 11M | 195K | – |
PIMCO ETF TR | 15+ YR US TIPS | 770K | 14K | GKFO LLC |
POSEIDA THERAPEUTICS INC | COM | 11K | 4K | GKFO LLC |
POSEIDA THERAPEUTICS INC | COM | 76K | 26K | – |
PROSHARES TR | PSHS ULTRUSS2000 | 542K | 15K | – |
REGENERON PHARMACEUTICALS | COM | 298K | 284 | – |
REGENERON PHARMACEUTICALS | COM | 46K | 44 | GKFO LLC |
SCHWAB STRATEGIC TR | US SML CAP ETF | 425K | 9K | – |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 853K | 22K | – |
SPDR S&P 500 ETF TR | TR UNIT | 12M | 22K | – |
SPDR SER TR | BLOOMBERG HIGH Y | 2M | 25K | – |
SPDR SER TR | BLOOMBERG INVT | 2M | 66K | – |
SPDR SER TR | FTSE INT GVT ETF | 6M | 147K | – |
SPDR SER TR | FTSE INT GVT ETF | 50K | 1K | GKFO LLC |
THERMO FISHER SCIENTIFIC INC | COM | 32K | 58 | GKFO LLC |
THERMO FISHER SCIENTIFIC INC | COM | 221K | 398 | – |
TIDAL ETF TR | RPAR RISK PARI | 306K | 16K | – |
TIDAL ETF TR | RPAR RISK PARI | 7K | 376 | GKFO LLC |
TRAVERE THERAPEUTICS INC | COM | 15K | 2K | GKFO LLC |
TRAVERE THERAPEUTICS INC | COM | 94K | 11K | – |
UNITEDHEALTH GROUP INC | COM | 388K | 759 | – |
UNITEDHEALTH GROUP INC | COM | 61K | 118 | GKFO LLC |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 27K | 564 | GKFO LLC |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 10M | 205K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 28K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 964K | 4K | – |
VANGUARD INDEX FDS | VALUE ETF | 1M | 8K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 61K | GKFO LLC |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 12M | 264K | – |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 72K | 2K | GKFO LLC |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 2M | 52K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 10M | 193K | – |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 215K | 3K | – |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 291K | 5K | GKFO LLC |
VANGUARD WORLD FD | EXTENDED DUR | 6M | 84K | – |
VANGUARD WORLD FD | EXTENDED DUR | 6K | 77 | GKFO LLC |
WISDOMTREE TR | US SMALLCAP FUND | 1M | 22K | – |
WISDOMTREE TR | US SMALLCAP FUND | 394K | 8K | GKFO LLC |
ZURA BIO LTD | CLASS A ORD SHS | 20K | 6K | GKFO LLC |
ZURA BIO LTD | CLASS A ORD SHS | 126K | 36K | – |