Fore Research And Management, LP (New York)

Name: Fore Research And Management, LP
Address: 510 Madison Avenue, New York, NY, 10022
Telephone: 212-984-3800

Fore Research And Management, LP is a large advisory firm based in New York. It manages $566.8 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

Fore Research And Management provides portfolio management for pooled investment vehicles and ucits. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fore Research And Management: assets under management

The assets under management (AUM) of Fore Research And Management, LP is $566.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1970% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $566.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.47 million each.

Fore Research And Management has custody of $500.4 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fore Research And Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fore Research And Management, LP

Richard Parsons Sandulli has been acting as President since 1 Jan 2011. Dan Li joined the executive team most recently as the Limited Partner; Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Matthew Li	General partner	1 Feb 2003	Other	83-0342076
Yanxiu Li	Limited partner (fore research & management, lp); managing member (matthew li, llc); chief investment officer; ceo	1 Feb 2003	50% - 75%	2506349
Hareesh M Paranjape	Limited partner; chief risk officer	1 Feb 2003	Other	2430070
John Blair Young	Limited partner	1 Feb 2003	Other	2587292
John Homero Zea	Chief operations officer	1 Feb 2003	Other	2035487
Carlton Edward Thompson	Chief legal officer	1 Feb 2003	Other	4749811
Henry Toy	Chief financial officer	1 Jan 2004	Other	2901837
Carlton Edward Thompson	Chief compliance officer	1 Oct 2004	Other	4749811
Mei Gao	Limited partner; president	1 Jan 2005	Other	4244722
Ushane Sharma	Limited partner; head of research	1 Jan 2005	Other	4047421
Ushane (None) Sharma	Limited partner	1 Jan 2005	Other	4047421
Arthur Joseph O'keefe	Chief financial officer	1 May 2006	Other	4677724
John Homero Zea	Chief administrative officer	1 Oct 2006	Other	2035487
Arthur Joseph O'keefe	Chief financial officer/chief compliance officer	1 Oct 2006	Other	4677724
Daniel Mark Agranoff	Chief financial officer	1 Jun 2007	Other	4676142
Daniel Maru Agranoff	Chief compliance officer	1 Jun 2007	Other	4676142
Ari Burstein	Chief legal officer, chief compliance officer	1 Apr 2008	Other	5654381
Richard Parsons Sandulli	President	1 Jan 2011	Other	1555067
Vineet Kapur	Limited partner; chief operating officer	1 Oct 2012	Other	2996683
Lionel Jolivot	Limited partner; portfolio manager	1 Apr 2013	Other	4556553
Dan Li	Limited partner; portfolio manager	1 Oct 2014	Other	3056150

Based in New York

The principal office where Fore Research And Management, LP performs its advisory services is located at 510 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-984-3800 or by fax 212-984-3801. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at foreresearch.com.