FORSYTH STREET ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310545
- Registered since
- September 11, 2020
- Website
- www.forsythstreet.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Forsyth Street Asset Management LLC is a small, institutionally focused adviser that manages pooled investment vehicles and serves as manager, sponsor and general partner for those vehicles. Formed and SEC-registered in 2020 as a limited liability company with individual ownership, the firm concentrates on managing funds rather than providing broad retail advisory services. Its stated advisory activity is portfolio management for pooled investment vehicles, and its business model combines percentage-of-AUM and fixed-fee billing for institutional clients. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Its affiliation profile positions it as an investment adviser and sponsor that can serve as GP or managing member of closed or pooled structures, which suggests a focus on fund-level decision making, deal oversight and capital deployment through fund vehicles rather than direct retail account management.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Cash & Cash Equivalents50%
- Other50%
Owners & executives
2 of 2ESTHER SANDROF
Chief Operating OfficerCRD 6049192
CHARLES LAVEN
Chairman & CEOCRD 6049206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 588 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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