FWD GLOBAL

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
316780
Registered since
November 5, 2021

Firm profile

FINTRX

Overview

FWD Global is an LLC that functions primarily as a sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2021, the firm appears structured around managing closed-end private funds rather than serving a retail advisory client base. Its registration and activity profile point to a manager-led model: sourcing deals, structuring funds, handling capital calls and LP relationships, and serving as managing member for the vehicles it controls. The firm is not positioned as an active ESG investor and does not report a multi-state retail advisory footprint; its principal emphasis is on private-market fund management across real estate, private equity and venture capital strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • ARIEL MORGENSTERN

    PartnerCRD 7465398

  • PATRICK DEPICCIOTTO

    Managing PartnerCRD 3106022

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
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth