Forgepoint Capital Management, LLC

California
Registered In
07/17/2015
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Forgepoint Capital Management, LLC at 400 S El Camino Real STE 1050, San Mateo, Ca 94402 lists Donald R. Dixon and Alberto J. Yepez of San Mateo, CA.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Limited Liability Company - Out of State
Status
Active
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C T Corporation System Registered 1505 Agent
28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Donald R. Dixon Manager
400 S EL CAMINO REAL STE 1050, SAN MATEO, CA 94402
Alberto J. Yepez Manager
400 S EL CAMINO REAL STE 1050, SAN MATEO, CA 94402
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400 S EL CAMINO REAL STE 1050, SAN MATEO, CA 94402 View Map
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Financial Information for Forgepoint Capital Management, LLC

Form 5500

FORGEPOINT CAPITAL MANAGEMENT, L.L.C.

400 S. El Camino Real STE 1050, San Mateo, Ca 94402 (650) 289-4436 EIN:47-4383465 Plan Admin:Wasiliza Lee
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFORGEPOINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY17 / 21 Assets BOY/EOY$3,435,627 / $4,070,140 2023 FORGEPOINT CAPITAL 401(K) PLAN - Plan #001 17 / 21 $3,435,627 / $4,070,140
2022 Plan NameFORGEPOINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$3,463,959 / $3,435,627 2022 FORGEPOINT CAPITAL 401(K) PLAN - Plan #001 14 / 17 $3,463,959 / $3,435,627
2021 Plan NameFORGEPOINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$3,163,394 / $3,463,959 2021 FORGEPOINT CAPITAL 401(K) PLAN - Plan #001 13 / 14 $3,163,394 / $3,463,959
2020 Plan NameFORGEPOINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$2,470,829 / $3,163,394 2020 FORGEPOINT CAPITAL 401(K) PLAN - Plan #001 10 / 13 $2,470,829 / $3,163,394
2019 Plan NameFORGEPOINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$0 / $2,470,829 2019 FORGEPOINT CAPITAL 401(K) PLAN - Plan #001 9 / 10 $0 / $2,470,829
Benefit & Retirement Plans based on Form 5500.
Address Match:400 S El Camino Real Ste 1050 San Mateo, CA
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Person/City Match:Donald R Dixon - San Mateo, CA
Avangate, Inc. Registered in Connecticut
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Avangate, Inc. Registered in New Hampshire
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Trident Capital, Inc. Registered in Massachusetts
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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