Forward Management is an investment advisor in San Francisco with $860.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943310130
SEC advisor number
801-55746
FINRA CRD number
109193
AUM ?
$860.40 mm
(as of 5 Dec 22)
Accounts
170
(as of 5 Dec 22)
Employees
44
(3 investment advisory or research)
Address
Forward Management
345 CALIFORNIA STREET
SUITE 1600
SAN FRANCISCO
CA 94104
345 CALIFORNIA STREET
SUITE 1600
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
415-869-6300
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Salient Partners, L.P. | Member | 06/2015 | > 75% |
Bachtold, Paul, Axtell | Chief Compliance Officer | 06/2015 | < 5% |
Salient Capital Management, LLC | General Partner | 05/2003 | |
Dean, Christopher, John | Elected Manager | 01/2010 | |
Ferguson, John, Philip | Elected Manager | 05/2012 | |
Daniel, Dawna, Lynne | Secretary | 11/2016 | < 5% |
Bayazitoglu, Kristen, Lindsay | Chief Operating Officer | 07/2017 | < 5% |
Enszer, William, Kane | Chief Executive Officer | 09/2020 | < 5% |
Agarwal, Anjali | Chief Financial Officer | 11/2020 | < 5% |
Enszer, William, Kane | Elected Manager | 09/2021 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
SC 13G/A
Clipper Realty Inc.
12 Jul 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
5 Feb 21