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 registered with the SEC since 1999. FINTRX classifies the firm as an investment bank rather than a capital allocator or discretionary asset manager. The snapshot data indicates the firm is not a multi-state adviser, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Owner type is listed as a domestic entity/individual. Fields for client base, fee structure, business activities and advisory activities are not populated in the source record.
Assets & Accounts
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 54
Michael Stone
Partner, Chief Investment OfficerCRD 5079106
Kyle Keary
Investment CoordinatorCRD 8171038

David Pass
Vice President, Chief Compliance OfficerCRD 1041996
Contacts
3 of 1251
Christopher Bunzel
Managing DirectorCRD 5936153

Jorge Corro
Head of US OffshoreCRD 4456175

Nicole Mullen
Registered RepresentativeCRD 8061657
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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