FOREWORD CAPITAL, LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ANTHONY HASSAN
COO / Limited PartnerCRD 5934037
ALEXANDER LERNER
Chief Investment Officer, Limited PartnerCRD 6774100
Contacts
1 of 1DEVIN O'FALLON
Limited PartnerCRD 7353610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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