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| Happy Holidays!! thanks for using AUM13F!! |
| Forthright Partners LLC
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| CRD # | 310311 |
| SEC # | 801-119368 |
| CIK # | |
| AUM | $136.5 M (2025-02-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-596-4550 |
| Address | 3350 Riverwood Parkway SE Atlanta, GA 30339 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 27.6 |
| (b) Individuals (high net worth individuals) | 17 | 39.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.4 |
| (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 | 3 | 57.9 |
| (n) Other | 3 | 8.5 |
| Total | 83 | 136.5 |
| By Discretionary | ||
| Discretionary | 80 | 136.5 |
| Non-Discretionary | 3 | 0.0 |
| Total | 83 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.5 | |
| Total | 83 | 136.5 |
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|---|---|---|
|
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|
0.1 | |
|
Lion Capital Advisors LLC
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FL | 0.1 |
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TCM Advisors LLC
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0.1 | |
|
Capitol Family Office Inc
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OR | 0.1 |
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Johnson Dunn Capital Advisors Inc
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0.1 | |
|
The Wellington GRP LLC
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IN | 0.1 |
|
Wynwood Capital LLC
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|
0.1 | |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |