Forward Ventures Services, Llc
State-registered
Investment Adviser
CRD 162050
· SEC file 802-75311
· San Diego, CA
· WWW.FORWARDVENTURES.COM
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ADV data as of Dec 03, 2024
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $18.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forward Ventures V, L.P. | Venture Capital Fund | Delaware | $9.3M | 28 |
| Forward Ventures Iv, L.P. | Venture Capital Fund | Delaware | $8.6M | 40 |
| Forward Ventures Iv B, L.P. | Venture Capital Fund | Delaware | $735K | 47 |
Private funds (3, $18.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forward Ventures V, L.P. | Venture Capital Fund | $9.3M | $5.0M | 28 |
| Forward Ventures Iv, L.P. | Venture Capital Fund | $8.6M | $5.0M | 40 |
| Forward Ventures Iv B, L.P. | Venture Capital Fund | $735K | $100K | 47 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/03/2024 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 03, 2024.
View current Form ADV (SEC/IAPD) ↗