FORGEPOINT CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 281676
- Registered since
- March 24, 2016
- Website
- forgepointcap.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WASILIZA LEE
Chief Financial OfficerCRD 5504101
Contacts
2 of 2Segundo Casusol
Managing DirectorCRD 8243031
Juan Yepez
Co-Founder and Managing DirectorCRD 6566919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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