FORWARD MANAGEMENT, LLC
CRD #109193 SEC #801-55746 SAN FRANCISCO, CA 415-869-6300
SEC Registered
Total AUM
$860.4M
Discretionary
$860.4M
Employees
44
Clients
--
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $860.4M | $860.4M | $0 | 44 | 0 |
| Apr 2022 | $860.4M | $860.4M | $0 | 44 | 0 |
| Mar 2022 | $860.4M | $860.4M | $0 | 44 | 0 |
| Oct 2021 | $758.3M | $758.3M | $0 | 55 | 0 |
| May 2021 | $758.3M | $758.3M | $0 | 55 | 0 |
| Mar 2021 | $758.3M | $758.3M | $0 | 55 | 0 |
| Mar 2021 | $895.8M | $895.8M | $0 | 75 | 0 |
| Nov 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Oct 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Sep 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Jul 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Jun 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Mar 2020 | $895.8M | $895.8M | $0 | 75 | 0 |
| Mar 2020 | $964.6M | $964.6M | $0 | 87 | 0 |
| Oct 2019 | $964.6M | $964.6M | $0 | 87 | 0 |
| Mar 2019 | $964.6M | $964.6M | $0 | 87 | 0 |
| Oct 2018 | $2.4B | $2.4B | $0 | 68 | 0 |
| Sep 2018 | $2.4B | $2.4B | $0 | 68 | 0 |
| Jun 2018 | $2.4B | $2.4B | $0 | 68 | 0 |
| Mar 2018 | $2.4B | $2.4B | $0 | 68 | 0 |
| Mar 2018 | $2.4B | $2.4B | $0 | 81 | 0 |
| Aug 2017 | $3.1B | $3.1B | $0 | 81 | 700 |
| Jul 2017 | $3.1B | $3.1B | $0 | 81 | 700 |
| Jul 2017 | $3.1B | $3.1B | $0 | 81 | 700 |
| May 2017 | $3.1B | $3.1B | $0 | 81 | 700 |
| Mar 2017 | $3.1B | $3.1B | $0 | 81 | 700 |
| Nov 2016 | $3.3B | $3.3B | $0 | 76 | 700 |
| Jul 2016 | $3.3B | $3.3B | $0 | 76 | 700 |
| Apr 2016 | $3.3B | $3.3B | $0 | 76 | 700 |
| Mar 2016 | $3.3B | $3.3B | $0 | 76 | 700 |
| Oct 2015 | $3.8B | $3.8B | $0 | 85 | 800 |
| Jul 2015 | $4.9B | $4.9B | $0 | 105 | 800 |
| Jun 2015 | $4.9B | $4.9B | $0 | 105 | 800 |
| Apr 2015 | $5.2B | $5.2B | $0 | 102 | 900 |
| Mar 2015 | $5.2B | $5.2B | $0 | 102 | 900 |
| Jul 2014 | $5.2B | $5.2B | $0 | 98 | 1,000 |
| May 2014 | $5.2B | $5.2B | $0 | 98 | 1,000 |
| Mar 2014 | $5.2B | $5.2B | $0 | 98 | 1,000 |
| Jul 2013 | $5.7B | $5.7B | $0 | 100 | 900 |
| May 2013 | $5.7B | $5.7B | $0 | 100 | 900 |
| Mar 2013 | $5.7B | $5.7B | $0 | 100 | 900 |
| Feb 2013 | $5.1B | $5.1B | $0 | 86 | 1,000 |
| Jan 2013 | $5.1B | $5.1B | $0 | 86 | 1,000 |
| Nov 2012 | $5.1B | $5.1B | $0 | 86 | 1,000 |
| Mar 2012 | $5.1B | $5.1B | $0 | 51 | 1,000 |
| Mar 2012 | $5.1B | $5.1B | $0 | 51 | 1,000 |
| Mar 2011 | $6B | $6B | $0 | 51 | -- |
| Aug 2010 | $5.3B | $5.3B | $0 | 51 | -- |
| Aug 2010 | $5.3B | $5.3B | $0 | 51 | -- |
| Mar 2007 | $2B | $2B | $0 | -- | -- |
| Feb 2006 | $1.4B | $15.2M | $1.4B | -- | -- |
| Sep 2005 | $505M | $0 | $505M | -- | -- |
DateDec 2022
Total AUM$860.4M
Discretionary$860.4M
Non-Disc.$0
Employees44
Clients0
DateApr 2022
Total AUM$860.4M
Discretionary$860.4M
Non-Disc.$0
Employees44
Clients0
DateMar 2022
Total AUM$860.4M
Discretionary$860.4M
Non-Disc.$0
Employees44
Clients0
DateOct 2021
Total AUM$758.3M
Discretionary$758.3M
Non-Disc.$0
Employees55
Clients0
DateMay 2021
Total AUM$758.3M
Discretionary$758.3M
Non-Disc.$0
Employees55
Clients0
DateMar 2021
Total AUM$758.3M
Discretionary$758.3M
Non-Disc.$0
Employees55
Clients0
DateMar 2021
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateNov 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateOct 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateSep 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateJul 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateJun 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateMar 2020
Total AUM$895.8M
Discretionary$895.8M
Non-Disc.$0
Employees75
Clients0
DateMar 2020
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees87
Clients0
DateOct 2019
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees87
Clients0
DateMar 2019
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees87
Clients0
DateOct 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees68
Clients0
DateSep 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees68
Clients0
DateJun 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees68
Clients0
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees68
Clients0
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees81
Clients0
DateAug 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees81
Clients700
DateJul 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees81
Clients700
DateJul 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees81
Clients700
DateMay 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees81
Clients700
DateMar 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees81
Clients700
DateNov 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees76
Clients700
DateJul 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees76
Clients700
DateApr 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees76
Clients700
DateMar 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees76
Clients700
DateOct 2015
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees85
Clients800
DateJul 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees105
Clients800
DateJun 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees105
Clients800
DateApr 2015
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees102
Clients900
DateMar 2015
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees102
Clients900
DateJul 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees98
Clients1,000
DateMay 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees98
Clients1,000
DateMar 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees98
Clients1,000
DateJul 2013
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees100
Clients900
DateMay 2013
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees100
Clients900
DateMar 2013
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees100
Clients900
DateFeb 2013
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees86
Clients1,000
DateJan 2013
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees86
Clients1,000
DateNov 2012
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees86
Clients1,000
DateMar 2012
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees51
Clients1,000
DateMar 2012
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees51
Clients1,000
DateMar 2011
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.4B
Discretionary$15.2M
Non-Disc.$1.4B
Employees--
Clients--
DateSep 2005
Total AUM$505M
Discretionary$0
Non-Disc.$505M
Employees--
Clients--