Our Assets Under Management

Investment capital is combined across funds and includes equity (or members' capital), plus any accrued performance allocation (or manager allocation) and the granted portion of certain deferred payment obligations (where applicable)

• Wealth Forge are investment advisers with over $165 billion under management. Wealth Forge maintains three principal businesses: the Private Client Group, Institutional Group and 401(k) Solutions.


• The Private Client Group within Wealth Forge and its affiliates manage over $50 billion for families and individuals around the world. Clients receive personalized portfolio strategies tailored to their situation and investment goals.


• Wealth Forge Institutional Group manages over $40 billion for organizations including corporate, public and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. Clients across the world rely on Wealth Forge and its subsidiaries for a broad array of US, non-US and global investment portfolio strategies with various capitalization and style orientations, including environmental, social and governance (ESG) strategies.


• Wealth Forge 401(k) Solutions Group manages over $30 billion for small- to mid-sized corporate-sponsored retirement plans in the US. Employers rely on 401(k) Solutions to provide investment solutions, employee services, administrative support and fiduciary responsibility