FORSYTH STREET ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$229M
Discretionary
$197M
86% of AUM
Avg account
$57.2M
Accounts
4
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
310545
Registered since
September 11, 2020
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forsyth Street Asset Management LLC is a small, institutionally focused adviser that manages pooled investment vehicles and serves as manager, sponsor and general partner for those vehicles. Formed and SEC-registered in 2020 as a limited liability company with individual ownership, the firm concentrates on managing funds rather than providing broad retail advisory services. Its stated advisory activity is portfolio management for pooled investment vehicles, and its business model combines percentage-of-AUM and fixed-fee billing for institutional clients. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Its affiliation profile positions it as an investment adviser and sponsor that can serve as GP or managing member of closed or pooled structures, which suggests a focus on fund-level decision making, deal oversight and capital deployment through fund vehicles rather than direct retail account management.

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: Cash & Cash Equivalents 50%, Other 50%50%
  • Cash & Cash Equivalents50%
  • Other50%

Owners & executives

2 of 2
  • ESTHER SANDROF

    Chief Operating OfficerCRD 6049192

  • CHARLES LAVEN

    Chairman & CEOCRD 6049206

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
588 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth