Michael
Forstl

Exos Asset Management LLC

CRD#1430325
Investment Advisor
in New York, NY

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About this Advisor

Michael Forstl is a financial advisor working out of New York, New York. Forstl is an advisor for Exos Asset Management LLC. The advisor has gained experience at Morgan Creek Capital Distributors, LLC, Strategic Intro LLC, Morgan Creek Capital Management, LLC and Exos Financial. Forstl maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Exos Asset Management LLC is an advisory business operating out of New York, NY. It manages $886 million in assets among its eight customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Exos Asset Management LLC provides a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial advice typically are based on which service is provided. However, fees billed by Exos Asset Management LLC likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1370 Broadway Suite 1450
New York, NY 10018

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Exos Asset Management LLC Brokerage Details

Total Assets Under Management

$886,382,005

NY Average: $7,464,549,021
Total Number of Employees

88

NY Average: 88
Total Number of Accounts

8

NY Average: 3,892
Average Account Size

$110,797,751

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Michael Forstl Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Exos Financial

2014 - Present (10 years)

Morgan Creek Capital Distributors, LLC

2013 - Present (11 years)

Strategic Intro LLC

2014 - 2023 (9 years)

Morgan Creek Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Forstl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Exos Asset Management LLC

Michael Forstl
New York, NY
Matteo Nicoli
New York, NY
Dewey Tucker
New York, NY
Peter Early
New York, NY
Michael Bissmeyer
New York, NY
Graham Radman
New York, NY
Edgar Ortiz
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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