AUMdb

Forsyth Street Asset Management Llc

SEC-registered Endowment & Foundation Advisor · Small ($100M–$1B) CRD 310545 · SEC file 801-119447 · New York, NY · www.newgenerationfund.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$229M
Discretionary
$197M
Clients
4
Avg AUM / client
$57.2M
Accounts
4
Employees
9

AUM over time

$179M $261M
Aug 13, 2020 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Charitable organizations 4 $229M 100.0%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $179M combined gross assets

FundTypeDomicileGross assetsOwners
New York City Acquisition Fund, Llc Other Private Fund Delaware $99.0M 2
Neighborhood Investment Impact Fund, Inc. Other Private Fund Maryland $63.9M 0
New Generation Fund, Llc Other Private Fund Delaware $12.9M 1
New York City Down Payment Assistance Fund Llc Other Private Fund Delaware $3.3M 2

Nonprofit clients

Charities that reported this firm as a top-paid contractor (investment services) on Form 990.

Charity Location Period
Nashville Catalyst Fund EIN 992815884 Nashville, TN 12/31/2024

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Laven, Charles, Slesinger Chairman / Cco Aug 2009 (17y) 75% or more
Sandrof, Esther, Nmn Chief Operating Officer / Partner Aug 2020 (6y) 5% – 10%

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (4, $179M gross assets)

FundTypeGross assetsMin. investmentOwners
New York City Acquisition Fund, Llc Other Private Fund $99.0M $0 2
Neighborhood Investment Impact Fund, Inc. Other Private Fund $63.9M $0 0
New Generation Fund, Llc Other Private Fund $12.9M $0 1
New York City Down Payment Assistance Fund Llc Other Private Fund $3.3M $0 2

From Form ADV Section 7.B private fund reporting.

Foundations & charities (1)

OrganizationTypeAssetsAs of
Nashville Catalyst Fund Public charity $19.5M 12/31/2024

From IRS Form 990 investment-management-fee disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.67 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗