FOREST ROAD ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$161M
Discretionary
$161M
100% of AUM
Avg account
$17.9M
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
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forest Road Asset Management LLC is an SEC-registered investment manager organized as an LLC and registered in 2022. The firm provides portfolio management for pooled investment vehicles and for business or institutional clients, and it serves an institutional client base. Its operating model includes acting as general partner and managing member of pooled vehicles and performing sponsor/broker‑dealer functions. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm does not self-identify as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

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

FINTRX

Client base

Client personas

Asset composition

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

Owners & executives

3 of 3
  • ZACHARY TARICA

    CEO and FounderCRD 5357524

  • IDAN SHANI

    Chief Financial OfficerCRD 7402049

  • JEREMY TARICA

    Chief Executive OfficerCRD 6347089

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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