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Forthright Partners LLC

CRD 310311SEC# 801-119368Atlanta, GA
Export (members)
No longer SEC-registered. Forthright Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.5M
Employees
3
Accounts
83
Location
Atlanta, GA

Forthright Partners LLC assets under management

Forthright Partners LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. It reports $136.5 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Forthright Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Baoky Nguyen VuDirector Of Equity Research10-25%2022
Beverly White Kelly ControlElected Manager, Cco25-50%2020
Hong-Tsun Simon ControlElected Manager25-50%2020

Frequently asked questions

How much does Forthright Partners LLC manage?

Forthright Partners LLC reports $136.5 million in regulatory assets under management on its Form ADV.

How many employees does Forthright Partners LLC have?

Forthright Partners LLC reports 3 employees.

Where is Forthright Partners LLC located?

Forthright Partners LLC is based in Atlanta, GA.

Does Forthright Partners LLC disclose fund performance?

Forthright Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3350 Riverwood Parkway SE, Suite 675, Atlanta, GA 30339
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$136.5M
Non-discretionary$3K
Total (RAUM)$136.5M