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FORGE GLOBAL ADVISORS LLC
CRD 284722File 801-116933
APPROVED
Custody
Disclosure events
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
122
122 accounts
Employees
18
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 8, 2019
- Principal office
- 4 EMBARCADERO CENTER, SUITE 1500, SAN FRANCISCO, CA, 94111
- Phone
- (415) 881-1612
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 122
- Non-discretionary accounts
- 0
- Total accounts
- 122
- AUM per client
- $20.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 122 | $2.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11A1
- Q11B1
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D4
- Q11D5
- Q11E2
- Q11H1A
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 97 | 122 | increased by25 |
| Apr 1, 2026 | AUM | $988,352,492 | $2,458,638,402 | increased by$1,470,285,910 |
| Apr 1, 2026 | Accounts | 97 | 122 | increased by25 |
| Mar 1, 2026 | Employees | 8 | 15 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 8 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98 | 97 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $700,273,845 | $988,352,492 | increased by$288,078,647 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 98 | 97 | decreased by1 |
| May 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2022 | Clients | 100 | 98 | decreased by2 |
| May 1, 2022 | AUM | $1,092,067,760 | $700,273,845 | decreased by$391,793,915 |
| May 1, 2022 | Accounts | 100 | 98 | decreased by2 |
| Dec 1, 2021 | Clients | 102 | 100 | decreased by2 |
| Dec 1, 2021 | AUM | $528,922,175 | $1,092,067,760 | increased by$563,145,585 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORGE GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORGE GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.