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FORZA INVESTMENT GROUP, LP
CRD 329156File 801-129245
APPROVED
Custody
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.94B
Top 25% of cohort (national)
Discretionary AUM
$3.94B
Clients
10
11 accounts
Employees
12
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 3, 2024
- Principal office
- 35 BEECHWOOD ROAD, UNIT 3C, SUMMIT, NJ, 07901
- Phone
- 973-315-5394
- Website
- https://www.forza-ig.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.94B
- Discretionary AUM
- $3.94B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $393.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $3.83B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 10 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.