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FORSYTH STREET ASSET MANAGEMENT LLC

C48
CRD 310545·SEC 801-119447·NEW YORK, NY
AUM
$228.9M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$687K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORSYTH STREET ASSET MANAGEMENT LLC
CRD
310545
SEC file #
801-119447
EIN
—
DBA names
—

Economics

AUM
$228.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$260.6M → $228.9M▼ -12%
Client mix
Charitable Organizations4

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
newgenerationfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAVEN, CHARLES, SLESINGER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LAVEN, CHARLES, SLESINGER
SANDROF, ESTHER, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWGENERATIONFUND.COM
Rdap Domain Creation Date
2007-10-18T15:37:49Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-26T03:59:59Z
Rdap Domain Last Changed
2025-07-17T16:40:05Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6049206
Trust Company Affiliate
No

People (2)

2
CHARLES SLESINGER LAVEN
Direct Owner · 87.5%
6049206
SANDROF, ESTHER, NMN
Direct Owner · 7.5%
6049192