Forvm Global Investments LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
340612
Registered since
May 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forvm Global Investments LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is organized to act as a commodity pool operator (CPO) or commodity trading advisor (CTA) and positions itself around managing pooled investment vehicles. Its owner structure is a mix of a domestic entity and an individual, and the firm is currently classified as unclassified in public records. Forvm charges both a percentage-of-AUM fee and performance-based fees, and it is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stefania Perrucci

    Chief Investment OfficerCRD 4583041

Contacts

3 of 3
  • Matthew Goldberg

    CRD 8230050

  • Joan Goldberg

    CRD 8230054

  • Kevin Treacy

    Registered RepresentativeCRD 2576168

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1270 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth