|
⚲
|
| Forward Consumer Partners LLC
✚
| |
|---|---|
| CRD # | 327847 |
| SEC # | 801-129028 |
| CIK # | |
| AUM | $425.0 MM (2024-03-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 203-485-4700 |
| Address | 2 Sound View Drive Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Forward Fund I-B LP | [2024-01-19] | 0.0 | 0.0 |
| PE | Forward Fund I-A LP | [2023-10-06] | 0.0 | 0.0 |
| PE | Forward Fund I LP | [2023-10-06] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 425.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 425.0 |
| By Discretionary | ||
| Discretionary | 3 | 425.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 425.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.0 | |
| Total | 3 | 425.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Matthew Leeds | 3 |
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|---|---|---|
|
GLS Capital LLC
✚
|
IL | 0.4 |
|
Level 5 Capital Partners LLC
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GA | 0.4 |
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Care Equity Capital Management LP
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NY | 0.4 |
|
Zarvona Energy LLC
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TX | 0.4 |
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CIP Fund Management LLC
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NY | 0.4 |
|
Prospect Partners Advisors LLC
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|
TRGP Investment Partners LP
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CT | 0.4 |
|
CCMP Growth Advisors LP
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NY | 0.4 |
|
Castanea Partners Inc
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MA | 0.4 |
|
Farol Investment Advisers LP
✚
|
NY | 0.4 |