# FORWARD MANAGEMENT, LLC

FORWARD MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109193
- Type: SEC-registered investment adviser
- SEC file number: 801-55746
- Location: 244 CALIFORNIA STREET, SUITE 200, SAN FRANCISCO, CA, 94111
- Phone: 415-869-6300
- Latest filing: 2022-12-05
- Regulatory AUM: $860.4M
- Discretionary AUM: $860.4M
- Clients: 44
- Accounts: 170

## Officers, owners & control persons (46)

_Showing 25 of 46 people._

| Name | Role | Location |
| --- | --- | --- |
| Dean John | ELECTED MANAGER | Dallas, TX |
| GETTY GORDON PETER | DIRECTOR; MANAGER; MEMBER (+1 more) | — |
| LEONHARDT STEPHEN WILLIAM | SENIOR VICE PRESIDENT, FUND ACCOUNTING | — |
| REID JEROME ALAN | CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT; PRESIDENT (ACTING) (+1 more) | — |
| CURRAN MARY ELLEN | CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER, SECRETARY | — |
| DEEMS JEREMY WYATT | TREASURER | — |
| ROSENBERG JUDITH MARILYN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| FERGUSON JOHN PHILIP | ELECTED MANAGER; INTERIM CHAIRMAN AND INTERIM CHIEF EXECUTIVE OFFICER | — |
| NAKA ROBERT SHIGEO | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, INTERIM CHIEF EXECUTIVE OFFICER | — |
| KELLY WILLIAM JOHN | ELECTED MANAGER | — |
| MCGOWAN JOHN PAUL | CHIEF OPERATING OFFICER | — |
| LINBECK ANDREW BAIRD | ELECTED MANAGER | — |
| RADCLIFFE JEREMY LAWRENCE | ELECTED MANAGER; PRESIDENT AND CHIEF STRATEGY OFFICER; PRESIDENT AND SECRETARY | — |
| BLAISDELL JOHN ARTHUR | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; ELECTED MANAGER | — |
| PRICE JOHN EDWARD | CHIEF FINANCIAL OFFICER AND TREASURER | — |
| WHITE BYRON LEE | CONTROLLER; INTERIM CHIEF FINANCIAL OFFICER | — |
| PREZANT WILLIAM | DIRECTOR; TRUSTEE | — |
| DEFEO PHILIP DANIEL | DIRECTOR | — |
| WOODHOUSE THOMAS | DIRECTOR; TRUSTEE | — |
| HALLIGAN JAMES JOSEPH | DIRECTOR | — |
| NEWSOM WILLIAM A | TRUSTEE | — |
| SEIGERMAN ALAN ARTHUR | ACTING CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER | — |
| ROSENBLATT TOBY | DIRECTOR | — |
| CUSACK JEFFREY PATRICK | DIRECTOR; PRESIDENT | — |
| ODONNELL JAMES HUGH | CHIEF ADMINISTRATIVE OFFICER; CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109193/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109193/similar
- Related entities: https://search.stillhousedata.com/firm/109193/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109193

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.