Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


August 02, 2015 12:34 AM ET

Capital Markets

Company Overview of Forward Management, LLC

Company Overview

Forward Management, LLC is a privately owned investment manager. It provides its services to pooled investment vehicles, managed accounts, taxable and tax-exempt institutions and individual clients, institutional investors, and financial advisors and institutions. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR’s and ETF’s. The invests in growth and value stocks of small and mid cap companies. The firm employs a combination of in-house and external research to make its inve...

101 California Street

16th Floor

San Francisco, CA 94111-6100

United States

Founded in 1998

Phone:

415-869-6300

Fax:

415-982-2566

Key Executives for Forward Management, LLC

Interim Chief Executive Officer and Chief Operating Officer
Age: 52
Managing Director and Chief Administrative and Risk Officer
Director of Investments and Senior Market Strategist
Chief Investment Officer and Portfolio Manager
Chief Compliance Officer and Secretary
Age: 67
Compensation as of Fiscal Year 2015.

Forward Management, LLC Key Developments

Forward Management, LLC Presents at ReitWise 2015, Apr-01-2015 08:00 AM

Forward Management, LLC Presents at ReitWise 2015, Apr-01-2015 08:00 AM. Venue: JW Marriott Desert Ridge Resort & Spa, Phoenix, Arizona, United States. Speakers: Joel Steven Beam, Portfolio Manager.

Forward Management, LLC Presents at CFPN's 5th Annual Innovative Alternative Investment Strategies Conference, Jul-31-2014 04:35 PM

Forward Management, LLC Presents at CFPN's 5th Annual Innovative Alternative Investment Strategies Conference, Jul-31-2014 04:35 PM. Venue: Colorado Convention Center, Denver, Colorado, United States. Speakers: Jim Welsh, Macro Strategist and Portfolio Manager.

Forward Management, LLC Presents at Second Annual Global REIT Summit, Mar-18-2014 03:55 PM

Forward Management, LLC Presents at Second Annual Global REIT Summit, Mar-18-2014 03:55 PM. Venue: The Fairmont hotel, San Francisco, California, United States. Speakers: Joel Steven Beam, Portfolio Manager.

Similar Private Companies By Industry

Company Name Region
Baldwin Anthony Securities, Inc. United States
Lehman Brothers Holdings Capital Trust VIII United States
Bailin Inc. United States
Dicker & Dicker, LLP, Advisory Arm United States
Eckhardt Trading Company United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
May 11, 2015
Trade Street Residential, Inc.
Merger/Acquisition
February 11, 2015
--
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Forward Management, LLC, please visit www.forwardinvesting.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.