SourcingSourcing

FORZA INVESTMENT GROUP, LP

C25
CRD 329156·SEC 801-129245·SUMMIT, NJ
AUM
$3.94B
$1B+
Est. Revenue
$39.4M
@ 1% on AUM
Est. EBITDA
$11.8M
@ 30% margin
Est. Deal Value
$94.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORZA INVESTMENT GROUP, LP
CRD
329156
SEC file #
801-129245
EIN
—
DBA names
—

Economics

AUM
$3.94B
AUM band
$1B+
AUM trajectory
'25'26
$1.92B → $3.94B▲ +105%
Client mix
Pooled Investment Vehicles10
Other1

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
forza-ig.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MELCHIORRE, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MELCHIORRE, MARK
PECORA, JASON, LOUIS
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
FORZA-IG.COM
Rdap Domain Creation Date
2023-11-13T17:34:35Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank12
Jpmorgan6
Goldman Sachs4
E*trade4
Wells Fargo3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-13T17:34:35Z
Rdap Domain Last Changed
2023-11-13T17:34:39Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3156638
Trust Company Affiliate
No

People (2)

2
MARK MELCHIORRE
Direct Owner · 87.5%
3156638
PECORA, JASON, LOUIS
Direct Owner · 17.5%
2926823