{ "crd_number": 329156, "slug": "forza-investment-group-lp-summit-nj-329156", "primary_business_name": "FORZA INVESTMENT GROUP, LP", "legal_name": "FORZA INVESTMENT GROUP, LP", "dbas": [], "city": "Summit", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-01-03", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-08-17", "carried_forward": false, "raum_total": 4643831928.0, "raum_discretionary": 4643831928.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 17, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 110815465.0, "count": 1, "description": "SMA", "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 4533016463.0, "count": 13 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://forza-ig.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329156", "city_as_filed": "SUMMIT", "url": "https://advisorcensus.com/firm/forza-investment-group-lp-summit-nj-329156", "display_name": "Forza Investment Group, LP", "summary": "Forza Investment Group, LP is an SEC-registered investment advisory firm in Summit, NJ, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.", "citation": "AdvisorCensus. Forza Investment Group, LP (CRD 329156): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Forza Investment Group, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Forza Investment Group, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Forza Investment Group, LP located?", "a": "Forza Investment Group, LP's principal office is in Summit, NJ, according to its Form ADV." }, { "q": "Is Forza Investment Group, LP registered with the SEC or a state?", "a": "Forza Investment Group, LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329156." }, { "q": "How much does Forza Investment Group, LP manage?", "a": "Forza Investment Group, LP reports $4,643,831,928 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)." }, { "q": "How have Forza Investment Group, LP's assets and staff changed since 2024?", "a": "In the Form ADV data for Forza Investment Group, LP: Regulatory assets under management: $1,359,276,313 in the October 2024 data and $4,643,831,928 in the October 2026 data, up 242%. Total employees: 11 in October 2024 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Forza Investment Group, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13); other (1)." }, { "q": "Which custodians does Forza Investment Group, LP use?", "a": "Forza Investment Group, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Forza Investment Group, LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329156" }, { "q": "What changed in Forza Investment Group, LP's recent Form ADV filings?", "a": "In the September 2026 filing data: Regulatory assets under management went from $3,937,073,284 to $4,643,831,928 (+18%)." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 1359276313.0, "total_employees": 11, "filing_date": "2024-04-17" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1921686281.0, "total_employees": 12, "filing_date": "2025-06-05" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4643831928.0, "total_employees": 17, "filing_date": "2026-08-17" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Regulatory assets under management went from $3,937,073,284 to $4,643,831,928 (+18%)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,921,686,281 to $3,937,073,284 (+105%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Goldman Sachs & Co. LLC", "name_as_filed": "GOLDMAN SACHS & CO. LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/forza-investment-group-lp-summit-nj-329156.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 13, "fewer_than_5": false, "raum": 4533016463.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": true, "raum": 110815465.0 } ], "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/329156", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }