FOREST AVENUE CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$602M
Accounts
4
Employees
11
Advisory reps
2

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 Delaware-structured limited partnership that operates as a hedge fund manager focused on pooled investment vehicles. The firm is SEC-registered (since 2022) and serves institutional clients. Its stated business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm does not report active ESG integration and is not identified as a multi-state adviser or pension consultant.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • TARIGH YUSUFI

    Founder and Chief Investment OfficerCRD 5760415

  • SARAH HAYNES

    Partner, CFO, COO & CCOCRD 4539818

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