Forecast Institute, LLC

RIASEC Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$21.9M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285694
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forecast Institute, LLC is structured as a limited liability company that operates as a hedge fund manager and commodity pool/CTA-type adviser. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles, charging performance-based fees for its advisory services. It is owner-operated at the individual level and is not identified as a multi-state adviser or a pension consultant. Forecast Institute is not listed as an active ESG investor. Although not designated as a capital allocator, the firm’s activity profile includes exposure to external alternative managers—specifically hedge funds and real estate—while also advising its own pooled vehicle(s). Its regulatory/business activities emphasize pooled-vehicle portfolio management and CPO/CTA responsibilities rather than broad third-party allocation consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Robert Vislocky

    Robert Vislocky

    President & OwnerCRD 5647026

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth