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| Forza Investment Group LP
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|---|---|
| CRD # | 329156 |
| SEC # | 801-129245 |
| CIK # | |
| AUM | 3,937.1 M (2026-05-18) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 973-315-5394 |
| Address | 35 Beechwood Road Summit, NJ 07901 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Fig Nuclear SPV LP | [2026-03-30] | 8.0 M | 8.0 M |
| Filed 2025-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | BAM Senior Credit 1 LP | 2025-03-31 | ||
| HF | Forza Credit TRS Fund I LP | 2025-03-31 | 235.6 M | |
| HF | NV1864 SPV LP | 2025-03-31 | 3,537.0 M | |
| HF | RW4432 SPV LP | 2025-03-31 | 1,390.7 M | |
| HF | Big ESG 1 LLC | [2022-03-31] | 13.4 M | 5.4 M |
| Filed 2022-07-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Forza Strategic Opportunities Master Fund LP | [2022-03-31] | 22.0 M | 217.2 M |
| Filed 2023-09-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 10 | 3.8 |
| (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 | 1 | 0.1 |
| Total | 11 | 3.9 |
| By Discretionary | ||
| Discretionary | 11 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 3.6 | |
| Total | 11 | 3.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Melchiorre | Executive Officer | 4 | 3 | |
| Brean Asset Management LLC | Executive Officer | 3 | 2 | |
| Csos Feeder GP LLC | Executive Officer | 2 | 2 | |
| Big GP Esg 1 LLC | Executive Officer | 1 | 1 | |
| Brean Investment Group LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900NEOLTXK95BTL76 |
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