Foreside Fund Services, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 46106
- Registered since
- January 7, 1999
- Website
- www.foreside.com
Firm profile
FINTRXOverview
Foreside Fund Services, LLC is organized as a limited liability company and is classified in the snapshot data as an investment bank. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Publicly listed snapshot fields emphasize operational characteristics rather than portfolio activity: the firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not categorized as a pension consultant or related adviser. It is also noted as not being a multi-state adviser and not a newly formed adviser. The record provides limited detail on specific advisory or transactional lines of business.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 52
Michael Stone
Partner, Chief Investment OfficerCRD 5079106

Matthew Stolen
Chief Compliance OfficerCRD 4953375
Scott Lindsay
Chief Operations OfficerCRD 4959213
Contacts
3 of 1279Matthew Mailman
Registered RepresentativeCRD 5683470

Dianna Parente
Vice PresidentCRD 5721197

Parker Thompson
Registered RepresentativeCRD 5755018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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