Foresite Capital

RIASEC RegisteredEst. 2014
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$324M
Accounts
10
Employees
40
Advisory reps
3

Firm details

Headquarters
West Hollywood, California
CRD number
162823
Registered since
July 7, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Foresite Capital is an SEC-registered limited liability company formed in 2014 that operates primarily as a venture capital manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions in sponsor/GP and commodity pool/CTA roles for those vehicles. Its compensation blends a percentage-of-assets fee with performance-based fees. Foresite Capital does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Tananbaum

    James Tananbaum

    Founder and Chief Executive OfficerCRD 6044633

Contacts

2 of 2
  • Amelia Stoj

    Amelia Stoj

    CCO & General CounselCRD 5814572

  • Dana Tananbaum

    TrusteeCRD 6044649

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Hollywood, CA

Los Angeles

Location

West Hollywood, CA

Headquartered in West Hollywood, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
9200 Sunset Ste Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth