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FOREST ROAD ASSET MANAGEMENT LLC

LOS ANGELES, CA · CRD 315600 · IAPD ↗ · 302-265-0167

$1.16BRegulatory AUM
7Advisory reps
15Employees
2Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
July 2026 — FOREST ROAD ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($161.1M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
30
April 2026 — FOREST ROAD ASSET MANAGEMENT LLC moved its main office from EL SEGUNDO, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2026 — FOREST ROAD ASSET MANAGEMENT LLC shrank from 12 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
May 2025 — FOREST ROAD ASSET MANAGEMENT LLC moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — FOREST ROAD ASSET MANAGEMENT LLC reported RAUM up 586% ($25.3M -> $173.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
April 2024 — FOREST ROAD ASSET MANAGEMENT LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — FOREST ROAD ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.