{ "crd_number": 162823, "slug": "foresite-capital-west-hollywood-ca-162823", "primary_business_name": "FORESITE CAPITAL", "legal_name": "FORESITE CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "West Hollywood", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-07-07", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 3236951841.0, "raum_discretionary": 3236951841.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 40, "advisory_employees": 15, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3236951841.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://foresitecapital.com", "https://linkedin.com/COMPANY/FORESITE-CAPITAL-MANAGEMENT", "https://x.com/foresitecapital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162823", "city_as_filed": "WEST HOLLYWOOD", "url": "https://advisorcensus.com/firm/foresite-capital-west-hollywood-ca-162823", "display_name": "Foresite Capital", "summary": "Foresite Capital is an SEC-registered investment advisory firm in West Hollywood, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.", "citation": "AdvisorCensus. Foresite Capital (CRD 162823): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Foresite Capital compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Foresite Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Foresite Capital located?", "a": "Foresite Capital's principal office is in West Hollywood, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Foresite Capital registered with the SEC or a state?", "a": "Foresite Capital is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 162823." }, { "q": "How much does Foresite Capital manage?", "a": "Foresite Capital reports $3,236,951,841 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)." }, { "q": "How have Foresite Capital's assets and staff changed since 2021?", "a": "In the Form ADV data for Foresite Capital: Regulatory assets under management: $3,490,164,934 in the October 2021 data and $3,236,951,841 in the October 2026 data, down 7%. Total employees: 48 in October 2021 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Foresite Capital serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Foresite Capital report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162823" }, { "q": "What changed in Foresite Capital's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3490164934.0, "total_employees": 48, "filing_date": "2021-08-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3907345201.0, "total_employees": 57, "filing_date": "2022-09-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3590955427.0, "total_employees": 56, "filing_date": "2023-03-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3456500661.0, "total_employees": 54, "filing_date": "2024-03-18" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3181594462.0, "total_employees": 49, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3236951841.0, "total_employees": 40, "filing_date": "2026-07-30" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 20 to 15." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Added an office in Larkspur, CA.", "No longer lists an office in West Hollywood, CA." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/foresite-capital-west-hollywood-ca-162823.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 3236951841.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162823", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }