Forsyth Street Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $229M in regulatory assets under management, 9 employees, and 4 accounts.
Assets Under Management
$229M
Employees
9
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
588 BROADWAY SUITE 1208, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of March 31, 2026
Discretionary86.1%
$197M
86% of total RAUM86.1%
Non-discretionary13.9%
$32M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$229M
Total Accounts4
10Y AUM Change$-32M (-12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.