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FORGE GLOBAL ADVISORS LLC

SAN FRANCISCO, CA · CRD 284722 · IAPD ↗ · (415) 881-1612

$2.46BRegulatory AUM
5Advisory reps
18Employees
0Clients
n/aPlanning clients
122Private funds
1States
21Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — FORGE GLOBAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 18 (3 -> 21).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2026 — FORGE GLOBAL ADVISORS LLC crossed $1B in regulatory AUM ($988.4M -> $2.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
57
March 2026 — FORGE GLOBAL ADVISORS LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — FORGE GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($474.8M -> $988.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.