This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false

Regulatory AUM

$431MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$431M

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

9

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Custody, client assets

$431M

SEC number

801-133997

CRD

332205

Filings on the tape

3

First filed

Jun 26, 2025

Latest filed

Sep 18, 2026

Organised

Limited Partnership, DE

Website

forewordcap.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:607657ae-4d6a-0a87-3df6-6cd838e3366d

First observed

Jun 26, 2025

Last observed

Sep 18, 2026 3 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.