FORWARD CONSUMER PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$425M
Discretionary
$425M
100% of AUM
Avg account
$142M
Accounts
3
Employees
18
Advisory reps
1

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
327847
Registered since
December 5, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forward Consumer Partners, LLC is a U.S.-organized private equity manager that serves institutional clients and acts as sponsor and general partner of pooled investment vehicles. The firm is SEC-registered (2023) and operates as a limited liability company with domestic ownership. Its business model centers on running private funds rather than acting as a pure capital allocator: the firm performs portfolio management for pooled vehicles and carries CPO/CTA-related responsibilities where applicable. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a traditional private equity compensation structure. The firm’s name indicates a focus on the consumer sector; consistent with that, Forward Consumer Partners positions itself as an active, manager-led investor that sources, structures and manages private investments rather than primarily providing advisory allocations. It is not identified as an active ESG investor and does not operate as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • BRANDON STAUB

    PartnerCRD 8100535

Wealth teams

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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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
2 Sound View Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth