Foreword Capital, LP
● SEC registered since 2025CRD 332205SEC# 801-133997San Francisco, CA
Ranks #4,106 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$431.5M
Fund GAV
$431.5M
Private funds
1
Employees
9
Accounts
3
Location
San Francisco, CA
About Foreword Capital
Foreword Capital is an opportunistic, credit-oriented investment firm that uses a multidisciplinary approach to find mispriced opportunities across the capital structure. It focuses on companies at inflection points.
Summary based on the firm’s website.
Foreword Capital, LP assets under management
Foreword Capital, LP is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2025. It reports $431.5 million in regulatory assets under management and employs 9 people. Foreword Capital, LP manages 1 private fund with combined gross assets of $431.5 million, including Foreword Capital Master Fund, LP. By regulatory assets, it ranks 4,106 of 5,974 private fund managers.
Foreword Capital, LP private funds
1 funds · $431.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Foreword Capital Master Fund, LP | Hedge | $431.5M | $5M |
Foreword Capital, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Lerner Control | Limited Partner And Chief Investment Officer | Over 75% | 2024 |
| Anthony Hassan Control | Limited Partner, Chief Operating Officer, Chief Compliance Officer | 10-25% | 2024 |
| Devin W O'Fallon Control | Limited Partner And Director Of Investor Relations | 10-25% | 2024 |
| Foreword GP, LLC Control | General Partner | Under 5% | 2024 |
Frequently asked questions
How much does Foreword Capital, LP manage?
Foreword Capital, LP reports $431.5 million in regulatory assets under management on its Form ADV.
How many private funds does Foreword Capital, LP manage?
Foreword Capital, LP manages 1 private funds with combined gross assets of $431.5 million.
How many employees does Foreword Capital, LP have?
Foreword Capital, LP reports 9 employees.
Where is Foreword Capital, LP located?
Foreword Capital, LP is based in San Francisco, CA and has been SEC-registered since 2025.
Does Foreword Capital, LP disclose fund performance?
Foreword Capital, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 California Street, Suite 1450, San Francisco, CA 94104 |
| Phone | 510-516-4370 |
| Office hours | 6a.m.-4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$431.5M▲ 23%
Jun '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,369 advisers
AUM vs fund managersTop 69%
Larger than 31% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$431.5Mregulatory AUM
Discretionary $431.5M
Service providers
Auditor
Prime broker
Custodian
Administrator