Investment adviser · CRD 285005

FORMULA GROWTH MANAGEMENT CORP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 10, 2026

Regulatory AUM
$343M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$343,483,208100.0%
Filing source

Form ADV 2092191 · Apr 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Apr 10, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1 ROCKEFELLER PLAZA, SUITE 1421
NEW YORK, NY, 10020, United States

CRD 285005

Filing source

Form ADV 2092191 · Apr 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.