Forbes Family Trust Lgl Partners (Relying Adviser) – Fund and Executive Details

Fund Companies

Forbes Family Trust Lgl Partners LLC (Relying Adviser)

Forbes Family Trust Lgl Partners (Relying Adviser) is a alternative asset management company based in West Conshohocken, PA. They operate 2 private funds and have approximately $3.67 billion in total assets under management (AUM). You can view more information on Forbes Family Trust Lgl Partners (Relying Adviser) including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Forbes Family Trust Lgl Partners (Relying Adviser)

Forbes Family Trust, Lgl Partners, LLC (Relying Adviser)
One Tower Bridge
100 Front Street, Suite 1300
West Conshohocken, PA 19428
United States

Phone: 212-488-1390
Fax: 610-545-6101
Website: https://www.forbesfamilytrust.com

Overview of Forbes Family Trust Lgl Partners (Relying Adviser)

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-70638

Org#: 151225

Legal Issues: No legal issues reported

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(2): Bala Capital Opportunity Fund Lp, Bala Capital Fund Llc

Ownership/Leadership of Forbes Family Trust Lgl Partners (Relying Adviser)

 

Fwm Holdings LLCManaging Member
Paul Scott GregorchukExecutive Chairman
Keith Mitchell BloomfieldChief Executive Officer
Christopher Fearon BrownChief Compliance Officer
Chief Operating Officer
Chief Investment Officer
James Clement McgrathDirector Of Research

Forbes Family Trust Lgl Partners (Relying Adviser) Key Stats and Charts

Discretionary AUM: $2.87 billion

Forbes Family Trust Lgl Partners (Relying Adviser) discretionary AUM

Rank: 921 out of 6900 private fund companies

Total AUM: $3.67 billion

Forbes Family Trust Lgl Partners (Relying Adviser) total assets under management (AUM)

Rank: 845 out of 6900 private fund companies

# of Accounts: 637

Forbes Family Trust Lgl Partners (Relying Adviser) total client accounts

Rank: 305 out of 6900 private fund companies

Average Account Size: 5753831.62323

Forbes Family Trust Lgl Partners (Relying Adviser) average account size

Rank: 3112 out of 6900 private fund companies

# of Employees: 17

Forbes Family Trust Lgl Partners (Relying Adviser) has 17 employees

Rank: 1500 out of 6900 private fund companies

# of Private Funds: 2

Forbes Family Trust Lgl Partners (Relying Adviser) operates 2 private Other funds

Rank: 3231 out of 6900 private fund companies