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Data / Investment advisers / Connecticut / Forward Consumer Partners, LLC

Forward Consumer Partners, LLC, Greenwich, CT: $425 million AUM, SEC registered investment adviser

Forward Consumer Partners, LLC is an SEC registered investment adviser with its main office in Greenwich, Connecticut and reports $425 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.

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Registration
SEC registered investment adviser
CRD number
327847
SEC file number
801-129028
SEC status
Approved, effective December 5, 2023
Main office
2 Sound View Drive, Greenwich, CT 06830
Phone
(203) 485-4700
Regulatory AUM
$425,000,000 in the Form ADV filed March 30, 2026
Discretionary AUM
$425,000,000
Accounts
3
Employees
18, of which 13 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
3: 3 private equity funds
Gross assets of private funds
$308,706,977
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles3$425 million

Other advisers in Greenwich

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Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.