Asset Manager

Updated:

Forward Management

Forward Management is an SEC-registered investment adviser in Charlotte, NC. The firm manages $94 million in assets, $93 million on a discretionary basis.

Forward Management logo

Forward Management

Forward Management is an SEC-registered investment adviser in Charlotte, NC. The firm manages $94 million in assets, $93 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Generalist

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

San Francisco, CA, United States

Principals

Matthew Peralta

Owner

Frequently asked questions

Does Forward Management invest capital or manage funds?

No. Forward Management is an association management firm, not an investment manager. It provides operational services — membership management, event production, marketing, communications, and PAC fundraising — to trade associations and nonprofit foundations. There is no evidence of AUM, investment activity, or capital deployment of any kind.

Who makes key decisions at Forward Management?

Matthew Peralta is the owner and the sole named decision-maker. He holds the Certified Association Executive (CAE) designation from ASAE and has a decade of experience managing trade associations in the physician and commercial real estate sectors. The firm's website lists no other principals or staff.

What types of clients does Forward Management serve?

The firm serves trade associations and nonprofit foundations, with disclosed experience in physician societies like the California Society of Anesthesiologists and commercial real estate groups like BOMA Silicon Valley. Clients are membership-based organizations that need professional management for day-to-day operations, governance meetings, and advocacy efforts.

How is Forward Management structured?

Forward Management is a boutique services firm headquartered in Silicon Valley, structured as an owner-operated business under Matthew Peralta. It is not a family office, venture capital firm, or investment partnership. Revenue comes from service fees and management retainers paid by client associations, not from asset-based fees or performance allocations.

Does Forward Management have any relationship to investment entities?

There is no disclosed relationship to any investment entity, family office, or capital pool. Forward Management's sole business is providing administrative and strategic management services to nonprofit trade associations. It does not co-invest, advise on capital allocation, or maintain any investment vehicles.

Where does Forward Management operate geographically?

The firm is headquartered in San Francisco and serves clients in Northern California's Silicon Valley region. Disclosed client relationships — including BOMA Silicon Valley and the California Society of Anesthesiologists — are concentrated in California, with no evidence of operations outside the state.

What is Matthew Peralta's professional background?

Matthew Peralta is an ASAE-Certified Association Executive with over ten years of experience serving trade associations and nonprofit foundations. Before founding Forward Management, he held senior staff roles at the California Society of Anesthesiologists and managed operations for BOMA Silicon Valley, where he increased membership participation and government affairs activity.

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