Forbes Family Trust Overview

  • Founded

  • 2009

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 30

Employees
  • Latest Deal Type

  • M&A

  • Financing Rounds

  • 2

  • Investments

  • 3

Forbes Family Trust General Information

Description

Operator of a multi-family office intended to provide thoughtful investment management and family office services. The company provides full access to a compelling set of emerging alternative investments, along with top-tier venture capital, private equity and new funds and it also offers advice on estate and tax planning, mortgage and insurance, philanthropic giving, next-generation education, and travel and residence management, enabling clients to preserve & grow wealth and make their life easier.

Contact Information

Website
www.forbesfamilytrust.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Stanhope Capital
Primary Office
  • 10 East 53rd Street
  • 32nd Floor
  • New York, NY 10153
  • United States
+1 (212) 000-0000

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Forbes Family Trust Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Forbes Family Trust Executive Team (9)

Name Title Board Seat Contact Info
Keith Bloomfield JD Co-Founding Partner & Chief Executive Officer
Andrew Mehalko Co-Chief Investment Officer & Partner
Kathleen Keating Chief Compliance Officer & General Counsel
Christopher Fagley Chief Operating Officer
Paul Gregorchuk Executive Chairman & Co-Founding Partner
You’re viewing 5 of 9 executive team members. Get the full list »

Forbes Family Trust Board Members (2)

Name Representing Role Since
0. 00000 00000000 Self Vice Chairman 000 0000
0000 0000000000 Self Executive Chairman & Co-Founding Partner 000 0000
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Forbes Family Trust Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Forbes Family Trust Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Forbes Family Trust Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 27-Jul-2022 00000 0000 Financial Software
000000 0000 0 01-Jul-2019 0000000000 Asset Management 00000 000
AM Global Family Investment Office 03-Jan-2019 Merger/Acquisition Asset Management 00000 000
To view Forbes Family Trust’s complete investments and acquisitions history, request access »

Forbes Family Trust Subsidiaries (1)

Company Name Industry Location Founded
000000 0000 000000 Hedge Fund New York, NY 0000
To view Forbes Family Trust’s complete subsidiaries history, request access »