Forthright Partners LLC
CRD 310311SEC# 801-119368Atlanta, GA
No longer SEC-registered. Forthright Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.5M
Employees
3
Accounts
83
Location
Atlanta, GA
Forthright Partners LLC assets under management
Forthright Partners LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. It reports $136.5 million in regulatory assets under management and employs 3 people.
Forthright Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baoky Nguyen Vu | Director Of Equity Research | 10-25% | 2022 |
| Beverly White Kelly Control | Elected Manager, Cco | 25-50% | 2020 |
| Hong-Tsun Simon Control | Elected Manager | 25-50% | 2020 |
Frequently asked questions
How much does Forthright Partners LLC manage?
Forthright Partners LLC reports $136.5 million in regulatory assets under management on its Form ADV.
How many employees does Forthright Partners LLC have?
Forthright Partners LLC reports 3 employees.
Where is Forthright Partners LLC located?
Forthright Partners LLC is based in Atlanta, GA.
Does Forthright Partners LLC disclose fund performance?
Forthright Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3350 Riverwood Parkway SE, Suite 675, Atlanta, GA 30339 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$136.5MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$136.5Mregulatory AUM
Discretionary $136.5MNon-discretionary $3K