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Forge Trust
Custodian
Private funds
7
Advisory firms
3
About Forge Trust
Forge Trust is named as a custodian on Form ADV filings for 7 private funds across 3 SEC-registered advisers.
Largest fund clients
7 funds
Fund
Manager
Gross assets
Cp Endowment Fund, LP
Corient Ia LLC
$378.4M
Fg-Lrn, a Series of Forge Investments, LLC
Forge Global Advisors LLC
$227.6M
Fg-Lhu, a Series of Forge Investments LLC
Forge Global Advisors LLC
$83.9M
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7 fund clients
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Coverage
As custodian
7 funds