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Chief Compliance Officer, Chief Operational Officer, and Chief Financial Officer · Forvm Global Investments LLC

Kevin J. Treacy

CRD 2576168 · Named on Form ADV at one SEC-registered adviser

At a glance

Forvm Global Investments LLC, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists Kevin J. Treacy on its Form ADV as Chief Compliance Officer, Chief Operational Officer, and Chief Financial Officer, a control person.

Firms and roles

  • Forvm Global Investments LLCChief Compliance Officer, Chief Operational Officer, and Chief Financial OfficerAsset manager · New York, NY · $0M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.