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 has been SEC-registered since 1999. The firm's regulatory classification in the dataset is "investment bank," and its ownership is described as a combination of a domestic entity and an individual. The record indicates Foreside does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
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 55MICHAEL STONE
Partner, Chief Investment OfficerCRD 5079106
Kyle Keary
Investment CoordinatorCRD 8171038
DAVID PASS
Vice President, Chief Compliance OfficerCRD 1041996
Contacts
3 of 1252CHRISTOPHER 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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