Forecast Institute, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Robert Vislocky
President & OwnerCRD 5647026
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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