SourcingSourcing

FOREFRONT ANALYTICS, LLC

C41
CRD 153016·SEC 801-71469·W. CONSHOHOCKEN, PA
AUM
$679.0M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOREFRONT ANALYTICS, LLC
CRD
153016
SEC file #
801-71469
EIN
262335297
DBA names
—

Economics

AUM
$679.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$519.6M → $679.0M▲ +31%
Client mix
Individuals High Net Worth102
Individuals Other17
Charitable Organizations12
Corporations9
Pooled Investment Vehicles7

Operations

Employees (total)
18
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
W. CONSHOHOCKEN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
forefrontanalytics.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GECZY, CHRISTOPHER, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GECZY, CHRISTOPHER, CHARLES
Bosacker, Alec, John
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOREFRONTANALYTICS.COM
Rdap Domain Creation Date
2008-04-15T22:07:27Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
101,229
Form 5500 Compensation Trajectory 3y
2026101,229
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
101,229
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001696802
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-03-20
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001696802-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab24
Fidelity4
E*trade4
Edgar Addresses
Mailing
ONE TOWER BRIDGE100 FRONT STREET, SUITE 1111WEST CONSHOHOCKEN, PA 19428
Business
ONE TOWER BRIDGE100 FRONT STREET, SUITE 1111WEST CONSHOHOCKEN, PA 19428
Edgar EIN
262335297
Edgar Recent Filings
13F-HR2026-05-13 · 0001696802-26-000003
13F-HR2026-02-17 · 0001696802-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-15T22:07:27Z
Rdap Domain Last Changed
2026-04-16T11:16:07Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5699978
Trust Company Affiliate
No

People (5)

5
GECZY, CHRISTOPHER, CHARLES
IAR · Direct Owner · 87.5%
5699978
Bosacker, Alec, John
Executive Officer · 2.5%
7382210
Charles Herman
IAR
7780249
Patrick Andrew Tucci
IAR
7539312
ANDREW J GIANNONE
IAR
5818353