← Back to searchVisit website
FORMULA GROWTH MANAGEMENT CORP
CRD 285005 · SEC 801-110367
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
1 ROCKEFELLER PLAZA, SUITE 1421, NEW YORK, NY, 10020, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.5M
Discretionary AUM
$343.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $343.5M |
All web addresses on file
Official SEC filing: View on IAPD