FORGEPOINT CAPITAL MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
281676
Registered since
March 24, 2016

Firm profile

FINTRX

Overview

Forgepoint Capital Management, L.L.C. is a fund-focused investment manager registered with the SEC in 2016 and organized as a limited liability company. The firm functions primarily as sponsor, general partner and managing member of pooled investment vehicles, concentrating its activity on private fund management rather than providing traditional advisory relationships to retail clients. Forgepoint is not identified as an active ESG investor and does not operate as a multi-state registered adviser. The firm’s public disclosures emphasize a venture capital orientation: capital is allocated through closed-end funds where Forgepoint performs GP duties and manager-level decision making. Specific sector or stage preferences for portfolio companies are not disclosed in the provided data.

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

Owners & executives

1 of 1
  • WASILIZA LEE

    Chief Financial OfficerCRD 5504101

Contacts

2 of 2
  • Segundo Casusol

    Managing DirectorCRD 8243031

  • Juan Yepez

    Co-Founder and Managing DirectorCRD 6566919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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 MATEO
Address
400 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth