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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

FORZA INVESTMENT GROUP, LP

CRD 329156

SUMMIT, NJ

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Search this name across graphsid dfx:ria:4a6a0eaa-3a33-8bc2-aca7-2a0032dd3b17

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 1
Observed: Nov 21, 2023 to Aug 17, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

FORZA INVESTMENT GROUP, LP

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.98 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.6BItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 14
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $4.5B
SEC number: 801-129245
CRD: 329156
Filings on the tape: 10
First filed: Nov 21, 2023
Latest filed: Aug 17, 2026
Organised: Limited Partnership, DE
Website: forza-ig.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RW4432 SPV, LP	Hedge Fund	$903M	Apr 17, 2024	6	Apr 17, 2024	reported	n/a
BAM CREDIT TRS FUND I, LP	Hedge Fund	$259M	Apr 17, 2024	2	Apr 17, 2024	reported	n/a
BREAN STRATEGIC OPPORTUNITIES MASTER FUND, LP	Hedge Fund	$127M	Apr 17, 2024	31	Mar 31, 2022	reported	n/a
BIG ESG 1, LLC	Other Private Fund	$58.2M	Apr 17, 2024	42	Mar 31, 2022	reported	021-1869570
BAM SMARTSKY SERIES A, LLC	Other Private Fund	$9.9M	Apr 17, 2024	26	Mar 31, 2022	reported	021-1890608
BAM-SMARTSKY, LLC	Other Private Fund	$2.1M	Apr 17, 2024	12	Mar 31, 2022	reported	021-1859421
BAM SMARTSKY SERIES B, LLC	Other Private Fund	$396,549	Apr 17, 2024	11	Mar 31, 2022	reported	021-1882747

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIG GP, LLC	GENERAL PARTNER	Na	yes	11/2023	Jan 2, 2024	Apr 17, 2024
MELCHIORRE, MARK	Owner	E	yes	11/2023	Nov 21, 2023	Apr 17, 2024
MELCHIORRE, MARK	CIO AND MANAGING PARTNER	E	yes	11/2023	Nov 21, 2023	Apr 17, 2024
PECORA, JASON, LOUIS	CFO, COO, CCO	B	yes	11/2023	Nov 21, 2023	Apr 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.9B	$3.9B	12	6	1	6	n/a
2024	Mar 31, 2025	$1.9B	$1.9B	12	6	0	6	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.6B	$1.9B	141.7%	n/a	n/a	17	12	1	0

Relationships

Advises (7)

→ RW4432 SPV, LPPrivate fundHedge Fund, IA
Apr 17, 2024 to presentfactForm ADV
→ BAM-SMARTSKY, LLCPrivate fundOther Private Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ BAM SMARTSKY SERIES B, LLCPrivate fundOther Private Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ BAM CREDIT TRS FUND I, LPPrivate fundHedge Fund, IA
Apr 17, 2024 to presentfactForm ADV
→ BREAN STRATEGIC OPPORTUNITIES MASTER FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ BAM SMARTSKY SERIES A, LLCPrivate fundOther Private Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ BIG ESG 1, LLCPrivate fundOther Private Fund, IA
Mar 31, 2022 to presentfactForm ADV

Controls (3)

← FIG GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jan 2, 2024 to Apr 17, 2024factForm ADV
← PECORA, JASON, LOUISOwnerCFO, COO, CCO, ownership code B, individual
Nov 21, 2023 to Apr 17, 2024factForm ADV
← MELCHIORRE, MARKOwnerOWNER, ownership code E, individual
Nov 21, 2023 to Apr 17, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Forza Investment Group, Lp reported RAUM $3.9B, up 105% from $1.9B (2025-06-05 to 2026-03-30)
Form ADVobserved 4 days ago
$2.0B
Occurred
Mar 31, 2025
Regulatory AUM changed
Forza Investment Group, Lp reported RAUM $1.9B, up 41% from $1.4B (2024-04-17 to 2025-03-31)
Form ADVobserved 4 days ago
$562M
Occurred
Nov 21, 2023
First Form ADV filing
Forza Investment Group, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a6a0eaa-3a33-8bc2-aca7-2a0032dd3b17
First observed: Nov 21, 2023
Last observed: Aug 17, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORZA INVESTMENT GROUP, LP

CRD 329156

SUMMIT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a6a0eaa-3a33-8bc2-aca7-2a0032dd3b17

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RW4432 SPV, LP

Hedge Fund

$903M

Apr 17, 2024

reported

n/a

BAM CREDIT TRS FUND I, LP

Hedge Fund

$259M

Apr 17, 2024

reported

n/a

BREAN STRATEGIC OPPORTUNITIES MASTER FUND, LP

Hedge Fund

$127M

Apr 17, 2024

Mar 31, 2022

reported

n/a

BIG ESG 1, LLC

Other Private Fund

$58.2M

Apr 17, 2024

Mar 31, 2022

reported

021-1869570

BAM SMARTSKY SERIES A, LLC

Other Private Fund

$9.9M

Apr 17, 2024

Mar 31, 2022

reported

021-1890608

BAM-SMARTSKY, LLC

Other Private Fund

$2.1M

Apr 17, 2024

Mar 31, 2022

reported

021-1859421

BAM SMARTSKY SERIES B, LLC

Other Private Fund

$396,549

Apr 17, 2024

Mar 31, 2022

reported

021-1882747

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIG GP, LLC

GENERAL PARTNER

yes

11/2023

Jan 2, 2024

Apr 17, 2024

MELCHIORRE, MARK

Owner

yes

11/2023

Nov 21, 2023

Apr 17, 2024

MELCHIORRE, MARK

CIO AND MANAGING PARTNER

yes

11/2023

Nov 21, 2023

Apr 17, 2024

PECORA, JASON, LOUIS

CFO, COO, CCO

yes

11/2023

Nov 21, 2023

Apr 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.9B

n/a

2024

Mar 31, 2025

$1.9B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.6B

$1.9B

141.7%

n/a