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History

  • October 19, 2005 – Foreside is established following Citi acquisition of Forum Funds Services.
  • Q2 2005 – Foreside establishes Treasurer Services and expands Fund CCO Services.
  • Q2 2007 – Foreside expands FINRA membership to service private funds and exchange-traded funds.
  • Q3 2007 – Foreside lifts out five broker-dealer affiliates of The BISYS Group, Inc. and opens an office in Columbus, OH.
  • Q3 2008 – Foreside lifts out the broker-dealer affiliate of Citizens Advisers, Inc.
  • Q4 2008 – Foreside lifts out Northern Funds Distributors, LLC.
  • Q2 2009 – Foreside lifts out the broker-dealer affiliate of AFBA 5 Star Investment Management Company.
  • Q4 2009 – Foreside establishes Advisor Compliance Services.
  • Q1 2010 – Foreside lifts out State Street’s Fund CCO business and clients.
  • Q3 2012 – Foreside expands FINRA membership to service commodity pools.
  • Q3 2012 – Foreside lifts out BNY Mellon’s fund distribution business and opens a new office in Berwyn, PA.
  • Q2 2012 – Foreside acquires Professional Funds Distributor, LLC.
  • Q4 2012 – Foreside establishes an exclusive distribution relationship with UMB Bank-affiliated series trust.
  • Q1 2015 – Foreside establishes Broker-Dealer Consulting services.
  • Q2 2015 – Foreside establishes Distribution Consulting services.
  • Q3 2016 – Foreside acquires BHIL Distributors, Inc. and the fund regulatory administration business from Diamond Hill, further expanding Foreside’s Columbus, OH presence.
  • Q2 2017 – Lovell Minnick Partners acquires a majority stake in Foreside.
  • Q1 2019 – Foreside acquires NCS Regulatory Compliance, adding 1100+ clients, 75 employees, and 4 office locations (New York, NY, Londonderry, NH, Concord, NH and Delray Beach, FL).
  • Q4 2019 – Foreside acquires Compliance Advisory Services.

why foreside makes sense

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partnership for growth

We provide our clients the most innovative offerings that help drive their business forward. 

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Consultative + Comprehensive

We see regulation as a catalyst for innovation. 

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transformative tech

We apply best-in-class technology to address today’s regulatory reality and drive operational efficiency.