RIA Intelligence

FORTHRIGHT PARTNERS LLC

CRD #310311 SEC #801-119368 ATLANTA, GA 404-596-4550
SEC Registered
Total AUM
$136.5M
Discretionary
$136.5M
Employees
3
Clients
--
Accounts
83

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Kelly, Beverly, WhiteIELECTED MANAGER, CCOE Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
SIMON, HONG-TSUNIELECTED MANAGERD Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
Kelly, Beverly, WhiteIELECTED MANAGER, CCOC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
SIMON, HONG-TSUNIELECTED MANAGERC Control
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB
VU, BAOKY, NGUYENIDIRECTOR OF EQUITY RESEARCHB

Registrations

Federal

IA
Feb 12, 2025 REGISTERED

Notice Filings (2)

GA KY

Address

3350 RIVERWOOD PARKWAY SE
SUITE 675
ATLANTA, GA 30339
United States
Phone: 404-596-4550