Fwd Global Llc
SEC-registered
Investment Adviser
CRD 316780
· SEC file 802-122821
· New York, NY
· www.fwdglobal.com
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ADV data as of Jun 30, 2026
- 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 (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $192M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fwd 530 Fifth Equity Llc master | Real Estate Fund | Delaware | $50.7M | 12 |
| Fwd 530 Lr Llc master | Real Estate Fund | Delaware | $50.7M | 12 |
| Avrs 57 Llc master | Real Estate Fund | Delaware | $47.5M | 14 |
| Fwd Brazil Breakout Opportunities I, L.P. | Venture Capital Fund | Delaware | $20.8M | 28 |
| Sx Launch Llc | Private Equity Fund | Delaware | $19.2M | 22 |
| Fwd Gcash Spv Llc | Venture Capital Fund | Delaware | $3.1M | 2 |
Private funds (6, $192M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fwd 530 Fifth Equity Llc | Real Estate Fund | $50.7M | $5.0M | 12 |
| Fwd 530 Lr Llc | Real Estate Fund | $50.7M | $5.0M | 12 |
| Avrs 57 Llc | Real Estate Fund | $47.5M | $1.0M | 14 |
| Fwd Brazil Breakout Opportunities I, L.P. | Venture Capital Fund | $20.8M | $0 | 28 |
| Sx Launch Llc | Private Equity Fund | $19.2M | $0 | 22 |
| Fwd Gcash Spv Llc | Venture Capital Fund | $3.1M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.21 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: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗