Forefront Analytics LLC

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Forefront Analytics LLC ✚
CRD #	153016
SEC #	801-71469
CIK #	0001696802
AUM	679.0 M (2026-05-30)
Employees	18 (50% Investors, 0% Brokers)
Fees
Minimum
Phone	610-341-3900
Address	One Tower Bridge W Conshohocken, PA 19428
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	2.5
	J P Morgan Chase & Co	1.5
	Deere & Co	0.6
	UnitedHealth Group Inc	0.5
	Edwards Lifesciences Corp	0.5
	Abbott Laboratories	0.5
	Medtronic Holdings Ltd	0.5
	Incyte Corp	0.4
	Pfizer Inc	0.4
	Owl Rock Technology Finance Corp	0.4
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
VC	Keystone Bio SPV II LP	[2026-03-31]
	Filed 2026-03-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Net Assets Decline to Disclose
VC	Keystone Bio SPV I LP	[2025-03-31]	3.0 M	3.0 M
	Offered $3,000,000 · Filed 2024-09-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	Keystone Edge SPV I LP	[2025-03-31]		2.7 M
	Filed 2024-04-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Forefront Select Master Fund LP	[2014-03-28]	45.1 M	85.5 M
	Filed 2015-01-08 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000
HF	Forefront Dynamic Strategies Fund LP	[2012-03-28]	1.2 M	1.2 M
	Filed 2021-03-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	17	9.8
(b) Individuals (high net worth individuals)	102	209.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	7	91.6
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	12	23.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	9	344.6
(n) Other	0	0.0
Total	339	679.0
By Discretionary
Discretionary	223	447.1
Non-Discretionary	116	231.8
Total	339	679.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		679.0
Total	339	679.0

Form D Directors	Role	# Filings	# Firms
Christopher Geczy	Executive Officer	12	2
Keystone Bio GP LLC	Promoter	2	1
NA Keystone Edge GP LLC	Promoter	1	1
Chris Geczy	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001696802]

Related Firms	State	AUM
Forefront Analytics LLC ✚	PA	679.0 M
GKFO LLC ✚	PA	33.6 M

Comparable Firms	State	AUM
Black Swift Group LLC ✚	CO	694.1 M
UNIO Capital LLC ✚	NJ	691.5 M
Lazari Capital Management Inc ✚	CA	691.1 M
Brasada Capital Management LP ✚	TX	679.1 M
9823 Capital LP ✚	TX	677.1 M
Cherry Tree Wealth Management LLC ✚	MN	673.5 M
Montrose Advisors Incorporated ✚	NY	670.8 M
Logan Stone Capital LLC ✚	IL	664.3 M
Truvestments Capital LLC ✚	FL	660.8 M
Proprietary Capital LLC ✚	CO	651.8 M

Assets, Funds, Holdings