Foreword Capital, LP

Fee-Only (% of Portfolio)

Foreword Capital manages investments for private funds through a master feeder structure. The firm invests in tradeable but under-followed situations across the capital structure, focusing on credit securities in small to midcap companies. Foreword Capital's investment approach is long-biased and seeks absolute returns, using a multi-disciplinary approach to identify mispriced risk. The firm may use hedging and leverage strategies.

Assets Under Management$350M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Foreword Capital, LP | TrueAdvisor