Forge Trust
$61.1M reported client assets across 2 advisory firms in FY2021 annual amendments
Reported client assets over time
$39.3M
$56.3M
2020
2021
Same-firm comparison: 1 firms that reported Forge Trust in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Three Bell Capital Llc | $56.3M | $2.5B | 2.3% | 03/22/2022 |
| Cambridge Advisors, Llc | $4.8M | $35.7M | 13.5% | 03/23/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.