FORZA INVESTMENT GROUP, LP

RIASEC RegisteredEst. 2024

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$358M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SUMMIT, New Jersey
CRD number: 329156
Registered since: January 3, 2024
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles97.24%
Other2.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forza Investment Group, LP is a limited partnership operating as a hedge fund and registered with the SEC in 2024. The firm serves institutional clients and functions in roles that include CPO/CTA activity and portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional mandates. Compensation includes a percentage-of-AUM management fee alongside performance-based fees. Forza is organized as a domestic entity with individual ownership characteristics and is not positioned as a capital allocator or an ESG-active investor. It also acts in sponsor/GP/managing-member capacities for pooled investment vehicles.