Asset manager · LOS Angeles, CA
Forest Road Asset Management LLC
SEC-registered investment adviser · CRD 315600 · SEC 801-126622
At a glance
Forest Road Asset Management LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $1.2 billion in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 1,285th of 3,218 asset managers and 4,944th of 17,210 SEC-registered advisers by assets.
Main office 302-265-0167forestroad.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among asset managers
- #1,285 of 3,218
- Rank among all SEC RIAs
- #4,944 of 17,210
- Rank in California
- #564 of 1,873
- Clients
- 7
- Accounts
- 9
- Discretionary
- 48% of AUM
- Employees
- 15
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Zachary B TaricaChief Executive Officer
- Idan (. ShaniChief Financial Officer
- Jeremy S. TaricaChief Compliance Officer, President
Custody and brokerage
Custodian
Forest Road Asset Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Forest Road Asset Management LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Forest Road Securities BD LLC.
- Forest Road Securities BD LLC ↗CRD 148232
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | – | $600M | 52% |
| Pooled investment vehicles | 7 | $544M | 47% |
| Other | – | $15M | 1% |
Private funds
Forest Road Asset Management LLC reports 8 private funds with $159M in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Forest Road Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗forestroad.com ↗
AtlasMembers
The full record on Forest Road Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 988 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Forest Road Asset Management LLC manage?
Forest Road Asset Management LLC reports $1.2 billion in regulatory assets under management across 9 accounts, 48% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is Forest Road Asset Management LLC?
Forest Road Asset Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Forest Road Asset Management LLC’s clients?
By assets, its largest client types are corporations or other businesses ($600 million); pooled investment vehicles ($544 million, 7 clients); other ($15 million).
Does Forest Road Asset Management LLC manage private funds?
Yes. It reports 8 private funds with $159 million in gross assets, including hedge funds, private equity funds, other private funds.
Does Forest Road Asset Management LLC have any disciplinary history?
Forest Road Asset Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Forest Road Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →