1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORZA INVESTMENT GROUP, LP

Map pinSUMMIT, NJ
Phone973-315-5394
NotebookSEC #801-129245
Total AUM
$3.9B
Employees
12
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 BEECHWOOD ROAD
UNIT 3C
SUMMIT
NJ 07901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
973-315-5394
Other Offices
1

ReceiptFinancials

Total AUM
$3.9B
Accounts
11
Discretionary
$3.9B
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
10
AUM
$3.8B
Other Clients
1
AUM
$108.8M
Description of Other Clients
SMA

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account