FORMATION CAPITAL, LLC
Legal name: FORMATION CAPITAL
CRD #160400 SEC #801-80200 ATLANTA, GA 770-754-9660
SEC Registered Private Funds
Total AUM
$496.4M
Discretionary
$496.4M
Employees
14
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $496.4M | $496.4M | $0 | 14 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2021 | $3B | $3B | $0 | 19 | 1 |
| Dec 2020 | $3.8B | $3.8B | $0 | 44 | 4 |
| Mar 2020 | $3.8B | $3.8B | $0 | 44 | 4 |
| Feb 2020 | $5.5B | $5.5B | $0 | 44 | 4 |
| Mar 2019 | $5.5B | $5.5B | $0 | 44 | 4 |
| Aug 2018 | $6.1B | $6.1B | $0 | 52 | 0 |
| Mar 2018 | $6.1B | $6.1B | $0 | 52 | 0 |
| Mar 2017 | $6B | $6B | $0 | 53 | 11 |
| May 2016 | $5.8B | $5.8B | $0 | 46 | 11 |
| Mar 2016 | $5.8B | $5.8B | $0 | 46 | 11 |
| Mar 2015 | $5.8B | $5.8B | $0 | 37 | 11 |
| Mar 2015 | $4.7B | $4.7B | $0 | 37 | 11 |
| Aug 2014 | $5.5B | $5.5B | $0 | 37 | 11 |
DateMar 2023
Total AUM$496.4M
Discretionary$496.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees19
Clients1
DateDec 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees44
Clients4
DateMar 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees44
Clients4
DateFeb 2020
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees44
Clients4
DateMar 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees44
Clients4
DateAug 2018
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees52
Clients0
DateMar 2018
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees52
Clients0
DateMar 2017
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees53
Clients11
DateMay 2016
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees46
Clients11
DateMar 2016
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees46
Clients11
DateMar 2015
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees37
Clients11
DateMar 2015
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees37
Clients11
DateAug 2014
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees37
Clients11