Investment adviser · CRD 329156

FORZA INVESTMENT GROUP, LP

Investment adviser filing (IA)

SUMMIT, NJ, United States · Form ADV filed Aug 17, 2026

Regulatory AUM: $4.64B
Client accounts: 14
Employees: 17
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	13	$4,533,016,463	97.6%
Other clients	Fewer than 5	$110,815,465	2.4%

Filing source

Form ADV 2126108 · Aug 17, 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

13 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.

RW4432 SPV, LPHedge Fund · Last reported Aug 17, 2026$4.28BGross asset value

Fund administrator U.S. BANK GLOBAL FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Custodian U.S. BANK NEW YORK, New York, United States Related to adviser: No

Prime broker BANK OF MONTREAL TORONTO, Canada

Prime broker BNP PARIBAS NEW YORK, New York, United States

Prime broker TD PRIME SERVICES LLC NEW YORK, New York, United States

Prime broker U.S. BANK NEW YORK, New York, United States

Prime broker WELLS FARGO NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

TD PRIME SERVICES LLC
CRD 1914 · SEC 8-3337

Fund details & source

Fund ID: 805-9375326422
Reported beneficial owners: 8
Minimum commitment: $0

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

FORZA STRATEGIC OPPORTUNITIES MASTER FUND, LPHedge Fund · Last reported Aug 17, 2026$165MGross asset value

Feeder funds

FORZA STRATEGIC OPPORTUNITIES FUND, LP
FORZA STRATEGIC OPPORTUNITIES FUND, LP
FORZA STRATEGIC OPPORTUNITIES OFFSHORE FUND, LTD.

Fund administrator U.S. BANK GLOBAL FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Custodian J.P. MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Prime broker TD PRIME SERVICES LLC NEW YORK, New York, United States

Prime broker WELLS FARGO NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

TD PRIME SERVICES LLC
CRD 1914 · SEC 8-3337

Fund details & source

Fund ID: 805-4319917127
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-492288

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

NV1864 SPV, LPHedge Fund · Last reported Aug 17, 2026$61.9MGross asset value

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Custodian U.S. BANK GLOBAL FUND SERVICES MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

Fund details & source

Fund ID: 805-2426943743
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

FIG NUCLEAR SPV II, LPHedge Fund · Last reported Aug 17, 2026$9MGross asset value

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

Fund details & source

Fund ID: 805-9099041738
Reported beneficial owners: 27
Minimum commitment: $0
Form D file number: 021-33965

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

FIG NUCLEAR SPV LPHedge Fund · Last reported Aug 17, 2026$8MGross asset value

Form D fundraising filings

FIG Nuclear SPV LP

Fund administrator U.S. BANK GLOBAL FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

Fund details & source

Fund ID: 805-2561200209
Reported beneficial owners: 24
Minimum commitment: $0
Form D file number: 021-565943

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

BIG ESG 1, LLCHedge Fund · Last reported Aug 17, 2026$2.95MGross asset value

Form D fundraising filings

BIG ESG 1, LLC

Fund administrator EISNER AMPER FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SAX LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

SAX LLP
PCAOB 6198

Fund details & source

Fund ID: 805-7237624759
Reported beneficial owners: 42
Minimum commitment: $0
Form D file number: 021-405494

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

FIG ATOMICS, LPHedge Fund · Last reported Aug 17, 2026$2MGross asset value

Auditor WITHUM SMITH & BROWN PC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

WITHUM SMITH & BROWN PC
PCAOB 100

Fund details & source

Fund ID: 805-7388500307
Reported beneficial owners: 15
Minimum commitment: $0
Form D file number: 021-27075

Form ADV 2126108 · Aug 17, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Aug 17, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

35 BEECHWOOD ROAD, UNIT 3C
SUMMIT, NJ, 07901, United States

CRD 329156

Filing source

Form ADV 2126108 · Aug 17, 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.