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Foreword Capital, LP

● SEC registered since 2025CRD 332205SEC# 801-133997San Francisco, CA
Export (members)
Ranks #4,107 of 6,004 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

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 4,107 of 6,004 private fund managers.

Foreword Capital, LP private funds

1 funds · $431.5M GAV
FundTypeGross assetsMin.
Foreword Capital Master Fund, LPHedge$431.5M$5M

Foreword Capital, LP owners & executives

4 reported
NameTitleOwnershipSince
Alexander Lerner ControlLimited Partner And Chief Investment OfficerOver 75%2024
Anthony Hassan ControlLimited Partner, Chief Operating Officer, Chief Compliance Officer10-25%2024
Devin W O'Fallon ControlLimited Partner And Director Of Investor Relations10-25%2024
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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

Address300 Montgomery St., Suite 201, San Francisco, CA 94104
Phone510-516-4370
Office hours6a.m.-4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$431.5M▲ 23%
Jun '25 — $351.7MJul '25 — $351.7MAug '25 — $351.7MSep '25 — $351.7MOct '25 — $351.7MNov '25 — $351.7MDec '25 — $351.7MJan '26 — $351.7MFeb '26 — $351.7MMar '26 — $431.5MApr '26 — $431.5MMay '26 — $431.5MJun '26 — $431.5M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 68%
Larger than 32% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$431.5Mregulatory AUM
Discretionary $431.5M