Craft

Foreside Financial Group

Foreside Financial Group Summary

Company Summary

Overview
Foreside provides customized distribution and compliance solutions to the asset management industry. The firm specializes in fund, broker-dealer and adviser compliance services, distribution consulting, legal underwriting and FINRA licensing to U.S. and non-U.S. sponsors of closed-end, open-end, Exchange Traded Products and private placements. Foreside’s cost-effective, tailored solutions allow our clients to focus on portfolio management and business growth while continuing to adhere to distribution and compliance best practices. Foreside’s clients include mutual fund managers, exchange traded product sponsors, retail and institutional broker dealers, hedge funds and private equity firms.
Type
Subsidiary
Status
Active
Founded
1998
HQ
Portland, ME, US | view all locations
Website
https://foreside.com/
Cybersecurity rating
Sectors

Key People

  • Richard Berthy

    Richard Berthy, Chief Executive Officer

  • Mark Alcaide

    Mark Alcaide, Senior Managing Director, Consulting

  • Alan Foxman
  • Greg Kokemuller

    Greg Kokemuller, Associate Director

    LocationsView all

    10 locations detected

    • Portland, ME HQ

      United States

      Three Canal Plaza, 3 Canal Plaza #100

    • Berwyn, PA

      United States

      899 Cassatt Road, 400 Berwyn Park, Suite 110

    • Boston, MA

      United States

      10 High St #302a

    • Columbus, OH

      United States

      690 Taylor Rd #210

    • Concord, NH

      United States

      10 Ferry St Suite 425

    • Delray Beach, FL

      United States

      355 NE 5th Ave #4

    and 4 others

    Footer menu