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. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or wealth advisory firm. The snapshot indicates ownership ties to both domestic entities and individuals. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The FINTRX profile leaves many typical advisory details (fee structure, specific advisory activities, client segments) blank, so the public footprint from this source is primarily structural and regulatory rather than descriptive of a client-facing investment strategy.
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
Owners & executives
3 of 54
Michael Stone
Partner, Chief Investment OfficerCRD 5079106
Kyle Keary
Investment CoordinatorCRD 8171038

David Pass
Vice President, Chief Compliance OfficerCRD 1041996
Contacts
3 of 1246
Christopher 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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