LP Profile

FFT Wealth Management

Also known as FFT, Forbes Family Trust

Multi Family Office (MFO)New York, United StatesFounded 2009
$24.0B
Assets Under Management
New York
Headquarters
Investment Focus

About FFT Wealth Management

FFT is a multi-family office dedicated to the values of relationship building, trust, and global wealth management expertise, built on a foundation of entrepreneurial spirit that has driven our firm since 2009. Our mission is helping wealthy individuals and families preserve and enhance the value of their assets through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor. In February 2021, FWM Holdings, owner of Forbes Family Trust, LGL Partners and Optima Asset Management merged with Stanhope Capital Group creating a combined enterprise that benefits from a presence spanning Europe and the US, advising on over $24bn. FWM Holdings is led by CEO Keith Bloomfield and the combined group is led by Chairman and CEO Daniel Pinto.

Preferred Investment Types

BuyoutDebt - GeneralPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Capital MarketsDebt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningFinanceTraditional Investments (Liquid Assets)Financial ServicesAlternative Investments

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to FFT Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.3B
Total Clients
130
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to FFT Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is FFT Wealth Management?

FFT Wealth Management is a multi family office (mfo) based in New York, United States, managing approximately $24.0B in assets.

Where is FFT Wealth Management headquartered?

FFT Wealth Management is headquartered in New York, United States.

How much does FFT Wealth Management manage?

FFT Wealth Management manages approximately $24.0B in assets under management.

When was FFT Wealth Management founded?

FFT Wealth Management was founded in 2009.

What does FFT Wealth Management invest in?

FFT Wealth Management focuses on Buyout, Debt - General, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Estate - General, Venture Capital.

How can I contact FFT Wealth Management?

Verified contact details, key decision-makers, and investment preferences for FFT Wealth Management are available on LPbacked. Create a free account to access them.