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FOREST AVENUE CAPITAL MANAGEMENT LP

MIAMI, FL · CRD 321948 · IAPD ↗ · 305-847-9750

$2.41BRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — FOREST AVENUE CAPITAL MANAGEMENT LP reported RAUM up 54% ($1.56B -> $2.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — FOREST AVENUE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($683.0M -> $1.56B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — FOREST AVENUE CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($469.7M -> $683.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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