Forge
Private fund marketer or placement agent · 120 private funds on SEC Form ADV
Advisers' Form ADV filings name Forge as marketer or placement agent to 105, custodian to 20 and prime broker to 8 private funds, 120 funds in all. It ranks No. 29 of 775 marketers and placement agents by number of private funds served.
Rankings
Funds served, by type
- Private equity funds100
- Venture capital funds12
- Real estate funds5
- Hedge funds2
- Other private funds1
Where its clients are
State of the funds' U.S. advisers.
- California107
- Oregon5
- Florida4
- New York2
Where the funds are organized
- United States119
- British Virgin Islands1
Private funds that name Forge (8 listed here)
112 more funds name Forge: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Forge Securities LLC; Forge Trust Company; Forge Markets LLC; Forge Trust Co.
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.