Forest Road Asset Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$559M
48% of AUM
Avg account
$129M
Accounts
9
Employees
15
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
315600
Registered since
September 26, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses51.79%
  • Pooled Investment Vehicles46.93%
  • Other1.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forest Road Asset Management LLC is a privately held investment manager that operates pooled investment vehicles for institutional clients. Registered with the SEC in 2022, the firm is structured as an LLC and presents itself as a multifaceted fund manager with activities spanning hedge funds, private equity, and other fund sponsorship roles. Its advisory scope centers on portfolio management for pooled vehicles and for businesses or institutions, and it also serves as a sponsor or general partner and managing member of pooled vehicles rather than acting as a traditional capital allocator. The firm charges a mix of percentage-of-AUM and performance-based fees. It is not identified as an active ESG investor and does not report multi-state adviser status. Forest Road maintains industry ties consistent with fund sponsorship and broker-dealer relationships.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Zachary Tarica

    Zachary Tarica

    CEO and FounderCRD 5357524

  • Idan Shani

    Idan Shani

    Chief Financial OfficerCRD 7402049

  • Jeremy Tarica

    Jeremy Tarica

    Chief Executive OfficerCRD 6347089

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
2121 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth