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FORZA INVESTMENT GROUP, LP

SUMMIT, NJ · CRD 329156 · IAPD ↗ · forza-ig.com · 973-315-5394

$4.64BRegulatory AUM
6Advisory reps
17Employees
0Clients
0Planning clients
8Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FORZA INVESTMENT GROUP, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — FORZA INVESTMENT GROUP, LP now reports custody of client assets ($7.87B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2026 — FORZA INVESTMENT GROUP, LP reported RAUM up 105% ($1.92B -> $3.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FORZA INVESTMENT GROUP, LP reported RAUM up 41% ($1.36B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
June 2024 — FORZA INVESTMENT GROUP, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
May 2024 — FORZA INVESTMENT GROUP, LP now reports 7 private fund(s) ($1.36B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
February 2024 — FORZA INVESTMENT GROUP, LP (SUMMIT, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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