Forvm Global Investments LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
340612
Registered since
September 22, 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 an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026 and is marked as a newly formed adviser. Its regulatory profile identifies it as operating in the capacity of a commodity pool operator (CPO) or commodity trading advisor (CTA) and as providing portfolio management for pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual. The firm’s fee arrangements include both a percentage-of-assets-under-management component and performance-based fees. Forvm Global is not flagged as an active ESG investor, it is not a multi-state adviser in the data provided, and it does not list pension consulting or a related-adviser relationship.

Assets & Accounts

Investments & Alternatives

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
  • Stefania Perrucci

    Chief Investment OfficerCRD 4583041

Contacts

3 of 3
  • Kevin Treacy

    Registered RepresentativeCRD 2576168

  • Matthew Goldberg

    CRD 8230050

  • Joan Goldberg

    CRD 8230054

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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