{
  "crd_number": 281676,
  "slug": "forgepoint-capital-management-l-l-c-san-mateo-ca-281676",
  "primary_business_name": "FORGEPOINT CAPITAL MANAGEMENT, L.L.C.",
  "legal_name": "FORGEPOINT CAPITAL MANAGEMENT, L.L.C.",
  "dbas": [
    "FORGEPOINT CAPITAL MANAGEMENT LLC"
  ],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2016-03-24",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://forgepointcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281676",
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/forgepoint-capital-management-l-l-c-san-mateo-ca-281676",
  "display_name": "Forgepoint Capital Management, L.L.C.",
  "summary": "Forgepoint Capital Management, L.L.C. is an exempt reporting adviser in San Mateo, CA, filing reports since 2016. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Forgepoint Capital Management, L.L.C. (CRD 281676): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Forgepoint Capital Management, L.L.C. located?",
      "a": "Forgepoint Capital Management, L.L.C.'s principal office is in San Mateo, CA, according to its Form ADV."
    },
    {
      "q": "How does Forgepoint Capital Management, L.L.C. report to regulators?",
      "a": "Forgepoint Capital Management, L.L.C. is an exempt reporting adviser, filing reports since 2016. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 281676."
    },
    {
      "q": "Does Forgepoint Capital Management, L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281676"
    },
    {
      "q": "What changed in Forgepoint Capital Management, L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/forgepoint-capital-management-l-l-c-san-mateo-ca-281676.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281676",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}