FOREST ROAD ASSET MANAGEMENT LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 315600
- Registered since
- September 26, 2022
- Website
- www.forestroadco.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 3ZACHARY TARICA
CEO and FounderCRD 5357524
IDAN SHANI
Chief Financial OfficerCRD 7402049
JEREMY TARICA
Chief Executive OfficerCRD 6347089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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