# Forza Investment Group, LP

> 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.

- CRD: 329156
- Filed as: FORZA INVESTMENT GROUP, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329156
- AdvisorCensus page: https://advisorcensus.com/firm/forza-investment-group-lp-summit-nj-329156

## Quick answers

**How is Forza Investment Group, LP compensated?**
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.

**Where is Forza Investment Group, LP located?**
Forza Investment Group, LP's principal office is in Summit, NJ, according to its Form ADV.

**Is Forza Investment Group, LP registered with the SEC or a state?**
Forza Investment Group, LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329156.

**How much does Forza Investment Group, LP manage?**
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).

**How have Forza Investment Group, LP's assets and staff changed since 2024?**
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.

**What types of clients does Forza Investment Group, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13); other (1).

**Which custodians does Forza Investment Group, LP use?**
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.

**Does Forza Investment Group, LP report any disciplinary disclosures?**
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

**What changed in Forza Investment Group, LP's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $3,937,073,284 to $4,643,831,928 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,643,831,928
- Discretionary: $4,643,831,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $4,533,016,463 |
| Other | 1 | $110,815,465 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 17 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forza-ig.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,359,276,313 | 11 | April 17, 2024 |
| October 2025 | $1,921,686,281 | 12 | June 5, 2025 |
| October 2026 | $4,643,831,928 | 17 | August 17, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $3,937,073,284 to $4,643,831,928 (+18%).

### April 2026
- Regulatory assets under management went from $1,921,686,281 to $3,937,073,284 (+105%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forza Investment Group, LP (CRD 329156): Form ADV filing data as of October 2026.