Forest Avenue Capital Management LP

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$602M
Accounts
4
Employees
11
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
321948
Registered since
June 10, 2022
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forest Avenue Capital Management LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2022) and combines percentage-of-AUM and performance-based fee structures. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles, and it is organized with domestic entity/individual ownership. Forest Avenue does not report being an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator — its activity centers on managing pooled hedge fund strategies for institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Sarah Haynes

    Sarah Haynes

    Partner, CFO, COO & CCOCRD 4539818

  • Tarigh Yusufi

    Tarigh Yusufi

    Founder and Chief Investment OfficerCRD 5760415

  • Lindsey Huddle

    Lindsey Huddle

    Chief Compliance OfficerCRD 6364897

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2850 Tigertail Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth