Fund family · SEC Form D record

FORWARD FUND funds

FORWARD FUND has 6 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2023 to 2026. The newest is Forward Fund II-B, L.P., first filed Mar 23, 2026.

Vehicles
6
Numbered generations
2
First filing
2023
Latest filing
Mar 23, 2026

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund II

3 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Forward Fund II-B, L.P.CIK 2100768BFirst sale yet to occurEDGAR
Forward Fund II-A, L.P.CIK 2101929AFirst sale yet to occurEDGAR
Forward Fund II, L.P.CIK 2101975First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

3 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
FORWARD FUND I, L.P.CIK 1998410First sale yet to occurEDGAR
FORWARD FUND I-B, L.P.CIK 2002251BFirst sale yet to occurEDGAR
FORWARD FUND I-A, L.P.CIK 1998576AFirst sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the FORWARD FUND funds

How many FORWARD FUND funds are there?
The SEC Form D record shows 6 vehicles in 2 numbered generations, the earliest filed Dec 12, 2023 and the latest filing on Mar 23, 2026. By generation: Fund II (3 vehicles, first filed Mar 23, 2026); Fund I (3 vehicles, first filed Dec 12, 2023).
What is the latest FORWARD FUND fund?
Forward Fund II-B, L.P., which first filed a Form D on Mar 23, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the FORWARD FUND funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the FORWARD FUND funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.