Forza Investment Group, Lp
- Regulatory AUM
- $3.9B
- Discretionary
- $3.9B
- Clients
- 11
- Avg AUM / client
- $358M
- Accounts
- 11
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $3.8B | 97.2% |
| Other | 1 | $109M | 2.76% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rw4432 Spv, Lp | Hedge Fund | Delaware | $903M | 6 |
| Bam Credit Trs Fund I, Lp | Hedge Fund | Delaware | $259M | 2 |
| Brean Strategic Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $127M | 31 |
| Big Esg 1, Llc | Other Private Fund | Delaware | $58.2M | 42 |
| Bam Smartsky Series A, Llc | Other Private Fund | Delaware | $9.9M | 26 |
| Bam Smartsky, Llc | Other Private Fund | Delaware | $2.1M | 12 |
| Bam Smartsky Series B, Llc | Other Private Fund | Delaware | $397K | 11 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Melchiorre, Mark | Cio And Managing Partner | Nov 2023 (3y) | 75% or more | |
| Pecora, Jason, Louis | Cfo, Coo, Cco | Nov 2023 (3y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fig Gp, Llc | General Partner | Nov 2023 | A | Less than 5% |
Undisclosed: 0% – 15% 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 (7, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rw4432 Spv, Lp | Hedge Fund | $903M | $0 | 6 |
| Bam Credit Trs Fund I, Lp | Hedge Fund | $259M | $0 | 2 |
| Brean Strategic Opportunities Master Fund, Lp | Hedge Fund | $127M | $1.0M | 31 |
| Big Esg 1, Llc | Other Private Fund | $58.2M | $0 | 42 |
| Bam Smartsky Series A, Llc | Other Private Fund | $9.9M | $20.0K | 26 |
| Bam Smartsky, Llc | Other Private Fund | $2.1M | $25.0K | 12 |
| Bam Smartsky Series B, Llc | Other Private Fund | $397K | $5.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 2.42 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $109M (3% 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗