FORA CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$416M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
295393
Registered since
August 4, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.69%
  • Other Investment Advisers14.31%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fora Capital, LLC is a privately owned, SEC-registered investment adviser formed in 2020 and structured as a limited liability company. The firm operates as a hedge fund manager focused on institutional clients and is organized under an individual ownership model. Its advisory activity concentrates on portfolio management for pooled investment vehicles and for businesses or institutional accounts. Fee arrangements include a mix of asset-based fees, fixed fees, and performance-based compensation. The firm reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not serve in a pension consultant capacity. Fora Capital is not identified as a capital allocator or as a related adviser to another registered entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • LAWRENCE GAIL

    General Counsel & Chief Compliance OfficerCRD 7024263

  • Stanislav Shalunov

    Chief Investment OfficerCRD 6970616

Contacts

1 of 1
  • Iosif Petviashvili

    Managing MemberCRD 6970620

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth