FOREFRONT ANALYTICS, LLC
Firm details
- Headquarters
- WEST CONSHOHOCKEN, Pennsylvania
- CRD number
- 153016
- Registered since
- June 3, 2010
- Website
- www.forefrontanalytics.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses50.75%
- HNWI30.92%
- Pooled Investment Vehicles13.49%
- Charitable Organizations3.4%
- Individuals1.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Forefront Analytics, LLC is an SEC-registered investment adviser formed as an LLC and operating since 2010. The firm functions as a hybrid manager: it acts as an independent RIA while also operating as a multifaceted fund manager and capital allocator, running pooled vehicles alongside advisory mandates. Its client mix includes both individual and family clients as well as institutional investors. Advisory services span discretionary portfolio management for individuals, businesses and pooled investment vehicles, plus selection of third‑party advisers. Fee arrangements are varied and include AUM-based fees, fixed and hourly charges, and performance-linked compensation. The firm is not flagged as an active ESG investor in its snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Private Funds46%
- Exchange Traded Equities1%
- US Government Bonds1%
- Derivatives1%
Owners & executives
2 of 2Alec Bosacker
Chief Compliance OfficerCRD 7382210
CHRISTOPHER GECZY
Founder, CEO and CIOCRD 5699978
Contacts
3 of 3Charles Herman
Senior Portfolio AdvisorCRD 7780249
Patrick Tucci
Portfolio ManagerCRD 7539312
ANDREW GIANNONE
Senior Portfolio ManagerCRD 5818353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$100M in ETFs
100%
$100M
<1%
$201K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | BlackRock | Passive | Foreign Large Blend | $24.3M | 254,427 | 24.26% |
Location
WEST CONSHOHOCKEN, PA
MONTGOMERY
Location
WEST CONSHOHOCKEN, PA
Headquartered in WEST CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1 Tower Brg Frnt St
- Time zone
- ET (UTC-5)
- Office locations
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