# INVEST FORWARD, INC.

INVEST FORWARD, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 174960
- Type: SEC-registered investment adviser
- SEC file number: 801-96225
- Phone: 646-263-5213
- Latest filing: 2019-05-20
- Regulatory AUM: $2.1M
- Discretionary AUM: $2.1M
- Clients: 7
- Accounts: 865

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [COHEN BRADLEY ERIC](https://search.stillhousedata.com/person/772543) | SHAREHOLDER | — |
| [REYES JACQUELINE NICOLE](https://search.stillhousedata.com/person/819661) | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND DIRECTOR OF PARTNER FUNDS | — |
| [COHEN MATTHEW PAUL](https://search.stillhousedata.com/person/819662) | CEO/CHIEF COMPLIANCE OFFICER; MAJORITY SHAREHOLDER; SHAREHOLDER | — |
| [ESTRADA STEVEN](https://search.stillhousedata.com/person/829265) | CHIEF COMPLIANCE OFFICER | — |
| [DOLDAN KEVIN JOSEPH GONZALEZ](https://search.stillhousedata.com/person/835531) | CHIEF COMPLIANCE OFFICER | — |
| [Schwarberg Guerin Frederick](https://search.stillhousedata.com/person/844951) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174960/similar
- Related entities: https://search.stillhousedata.com/firm/174960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174960

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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.