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CRD#: 326108
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FORMA CAPITAL MANAGEMENT COMPANY, LLC is located at null, Los Angeles, CA null. FORMA CAPITAL MANAGEMENT COMPANY, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FORMA CAPITAL MANAGEMENT COMPANY, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FORMA CAPITAL MANAGEMENT COMPANY, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORMA CAPITAL MANAGEMENT COMPANY, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FORMA CAPITAL MANAGEMENT COMPANY, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FORMA CAPITAL MANAGEMENT COMPANY, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FORMA CAPITAL MANAGEMENT COMPANY, LLC Comes From

Understanding the Statistics for FORMA CAPITAL MANAGEMENT COMPANY, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Los Angeles, CA
Phone Number
(310) 904-9331
Related websites
https://www.formacapital.vc/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Infascelli, EliaMANAGER03/20237739280
Popko, BruceMANAGER03/20237739283
FEINE, JOSHUA, ADAMMANAGER03/20235171526

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at FORMA CAPITAL MANAGEMENT COMPANY, LLC

FR
AdvisorCheck Check Mark

Fernando Rivera

Fred Rivera
IAR
RR
CRD#: 4042024
Location:
East Brunswick, NJ 08816
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
23 years
View Profile
LW
AdvisorCheck Check Mark

Leonard Abraham Witte

PR
CRD#: 811358
Location:
Scottsdale, AZ 85255
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
50 years
View Profile
RN
AdvisorCheck Check Mark

Rahul Rakesh Nair

Rahul Nair
PR
CRD#: 6770552
Location:
Charlotte, NC 28202
Company:
WELLS FARGO SECURITIES, LLC
Disclosures:
Experience:
7 years
View Profile
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