Forsyth Street Asset Management LLC
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Overview
Forsyth Street Asset Management LLC operates as an advisory company based in New York, New York. It controls $211.6 million in assets under management throughout four accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). Forsyth Street Asset Management LLC has a small team, including 2 financial advisors. Forsyth Street Asset Management LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, options and stocks.
Forsyth Street Asset Management LLC oversees more than half of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing the customer's consent. The company also oversees one non-discretionary accounts totaling $37.0 million in AUM. Forsyth Street Asset Management LLC oversees roughly $52.9 million in assets for every client account. An average financial advisor at Forsyth Street Asset Management LLC manages around two client accounts, placing it among the most personalized firms in the country.
Forsyth Street Asset Management LLC's main office is at 588 Broadway Suite 1208, New York, New York 10012. The company is legally registered to serve customers throughout 3 states, including California, Maryland and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Forsyth Street Asset Management LLC by the Numbers
$211.6 million
8
4
$52.9 million
Fee Structure
Fees for financial management usually depend on the type of services offered. However, fees charged by the firm most likely consist of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Forsyth Street Asset Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Forsyth Street Asset Management LLC caters to charitable organizations. Out of its four customers, Forsyth Street Asset Management LLC's biggest client group is charitable organizations. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 100%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Forsyth Street Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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