Forbes Family Trust Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 50
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2
  • Investments
  • 2

Forbes Family Trust General Information

Description

Operator of a multi-family office providing 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 lifes easier.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 767 5th Avenue
  • 6th 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 %ile
-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 Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000 000000 01-Jul-2019 000000000000000000 Private Equity 00000 0000000000 00
AM Global Family Investment Office 03-Jan-2019 Merger/Acquisition Asset Management 00000 0000000000 00
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Forbes Family Trust Subsidiaries (2)

Company Name Industry Location Founded
AM Global Family Investment Office Family Office (Multi) New York, NY 2012
000000 0000 000000 Hedge Fund New York, NY 0000
To view Forbes Family Trust’s complete subsidiaries history, request access »