RIA Intelligence

FOREWORD CAPITAL, LP

CRD #332205 SEC #801-133997 SAN FRANCISCO, CA 310-985-4149
SEC Registered Exempt Reporting Private Funds
Total AUM
$351.7M
Discretionary
$351.7M
Employees
8
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2025
Branch Offices
0
LEI
254900O6CG7L1W4K8H92

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FOREWORD GP, LLCDEGENERAL PARTNERNA Control
FOREWORD GP, LLCDEGENERAL PARTNERNA Control
FOREWORD GP, LLCDEGENERAL PARTNERNA Control
FOREWORD GP, LLCDEGENERAL PARTNERNA Control
LERNER, ALEXANDERILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
LERNER, ALEXANDERILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
LERNER, ALEXANDERILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
LERNER, ALEXANDERILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
HASSAN, ANTHONYILIMITED PARTNER AND CHIEF OPERATING OFFICERB Control
HASSAN, ANTHONYILIMITED PARTNER AND CHIEF OPERATING OFFICERB Control
HASSAN, ANTHONYILIMITED PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
HASSAN, ANTHONYILIMITED PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
O'FALLON, DEVIN, WILIMITED PARTNER AND DIRECTOR OF INVESTOR RELATIONSB Control
O'FALLON, DEVIN, WILIMITED PARTNER AND DIRECTOR OF INVESTOR RELATIONSB Control
O'FALLON, DEVIN, WILIMITED PARTNER AND DIRECTOR OF INVESTOR RELATIONSB Control
O'FALLON, DEVIN, WILIMITED PARTNER AND DIRECTOR OF INVESTOR RELATIONSB Control

Registrations

Federal

IA
Jun 26, 2025 REGISTERED
ERA
Jun 26, 2025 REGISTERED

Notice Filings (1)

CA

Address

300 MONTGOMERY ST.
SUITE 201
SAN FRANCISCO, CA 94104
United States
Phone: 310-985-4149