Fore Research And Management, LP (New York)


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. The adviser charges an additional fee when a set benchmark is outperformed. 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.

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