FOREWORD CAPITAL, LP

RIASEC RegisteredEst. 2025
Total AUM
$431M
Discretionary
$431M
100% of AUM
Avg account
$144M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
332205
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Foreword Capital, LP is a limited partnership operating as a hedge fund that manages a single pooled vehicle and provides portfolio management for that vehicle. The firm serves an institutional client base and functions in multiple roles common to pooled-vehicle sponsors: it acts as a CPO/CTA and serves as sponsor, general partner or managing member of its investment vehicle. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Investment emphasis is concentrated within the firm’s hedge fund vehicle rather than across a broad retail client roster. That structure points to a focus on institutional-oriented capacity, manager control and direct oversight of the pooled vehicle’s strategy and operations rather than acting primarily as a third-party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • ANTHONY HASSAN

    COO / Limited PartnerCRD 5934037

  • ALEXANDER LERNER

    Chief Investment Officer, Limited PartnerCRD 6774100

Contacts

1 of 1
  • DEVIN O'FALLON

    Limited PartnerCRD 7353610

Wealth teams

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
300 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth