Forefront Analytics, Llc
- Regulatory AUM
- $679M
- Discretionary
- $447M
- Clients
- 147
- Avg AUM / client
- $4.6M
- Accounts
- 339
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of May 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $9.8M | 1.45% |
| High net worth individuals | 102 | $210M | 30.9% |
| Pooled investment vehicles (non-investment companies) | 7 | $91.6M | 13.5% |
| Charitable organizations | 12 | $23.1M | 3.4% |
| Corporations and other businesses | 9 | $345M | 50.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $56.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forefront Select Master Fund, Lp master | Hedge Fund | Delaware | $56.5M | 18 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Food & Commercial Workers Intl Union Industry Pension Fund Trustees Of Ufcw Int'l Union Industry Pension Fund | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Charles Geczy | Managing Member/Chief Executive Officer | Jan 2009 (18y) | 75% or more | |
| Bosacker, Alec, John | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Patrick Andrew Tucci | Registered representative | CFA | May 2022 (4y) | |
| Andrew J Giannone | Registered representative | CFA | Jun 2022 (4y) | |
| Charles Herman | Registered representative | Jul 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $56.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forefront Select Master Fund, Lp | Hedge Fund | $56.5M | $120K | 18 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Food & Commercial Workers Intl Union Industry Pension Fund | Trustees Of Ufcw Int'l Union Industry Pension Fund | 18,995 | $8.2B | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/30/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $256M (38% of AUM) May 2026
- Pershing $178M (31% of AUM) Jun 2025
- Fidelity Brokerage Services $98.9M (15% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 30, 2026.
View current Form ADV (SEC/IAPD) ↗