FORESITE CAPITAL

RIASEC RegisteredEst. 2014
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$324M
Accounts
10
Employees
40
Advisory reps
4

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 organized as an LLC and operates as a manager of pooled investment vehicles with a focus on venture capital. The firm is SEC-registered (since 2014) and serves primarily institutional clients. Its compensation model combines a percentage-of-assets fee with performance-based fees, and its advisory work centers on portfolio management for pooled funds. The firm also acts in sponsor/GP and managing-member roles for the vehicles it runs. Foresite Capital is not identified as an active ESG investor and is not registered as a multi-state 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

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Client base

Client personas

Owners & executives

2 of 2
  • JAMES TANANBAUM

    Founder and Chief Executive OfficerCRD 6044633

  • STELLA HO

    Managing Director and Chief Financial OfficerCRD 4575261

Contacts

2 of 2
  • AMELIA STOJ

    CCO & General CounselCRD 5814572

  • DANA TANANBAUM

    TrusteeCRD 6044649

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth