FOUNDATION ASSET MANAGEMENT, LP
Legal name: FOUNDATION ASSET MANAGEMENT
CRD #161662 SEC #801-73597 WHITE PLAINS, NY 914-574-2923
SEC Registered Private Funds
Total AUM
$551.5M
Discretionary
$551.5M
Employees
8
Clients
1
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 0
- LEI
- 549300Q1FKWTLD2QM097
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOSCO, FRANK, AUGUSTUS | I | CHIEF FINANCIAL OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| BOSCO, FRANK, AUGUSTUS | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | NA | |
| BOSCO, FRANK, AUGUSTUS | I | CHIEF FINANCIAL OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| BOSCO, FRANK, AUGUSTUS | I | CHIEF FINANCIAL OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| BOSCO, FRANK, AUGUSTUS | I | CHIEF FINANCIAL OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| BOSCO, FRANK, AUGUSTUS | I | CHIEF FINANCIAL OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | NA | |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER | NA | Control |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| FOUNDATION ASSET MANAGEMENT GP II, LLC | DE | GENERAL PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | NA | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER | C | |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| CHARNEY, DAVID, STEPHEN | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| WILBER, SKY | I | MANAGING MEMBER | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| WILBER, SKY | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER | C | |
| WILBER, SKY | I | MANAGING MEMBER | C | Control |
| WILBER, SKY | I | MANAGING MEMBER | C | Control |
| WILBER, SKY | I | MANAGING MEMBER | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| WILBER, SKY | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| WILBER, SKY | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| WILBER, SKY | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| WILBER, SKY | I | LIMITED PARTNER AND PORTFOLIO MANAGER OF FOUNDATION ASSET MANAGEMENT, LP | C | Control |
| WILBER, SKY | I | MANAGING MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | C | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | |
| BRESNAHAN, BERNARD, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | |
| BRESNAHAN, BERNARD, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | |
| BRESNAHAN, BERNARD, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | |
| BRESNAHAN, BERNARD, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | |
| BRESNAHAN, BERNARD, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER OF FOUNDATION ASSET MANAGEMENT, LP | A | Control |
| BRESNAHAN, BERNARD, JOSEPH | I | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | Control |
| CHARNEY, MICHAEL, DAVID | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, MICHAEL, DAVID | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, MICHAEL, DAVID | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, MICHAEL, DAVID | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, MICHAEL, DAVID | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, TANYA, ADELE | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, TANYA, ADELE | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, TANYA, ADELE | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, TANYA, ADELE | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| CHARNEY, TANYA, ADELE | I | TRUSTEE WAGON WHEEL INVESTMENT TRUST | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | LIMITED PARTNER OF FOUNDATION ASSET MANAGEMENT, LP | A | |
| WAGON WHEEL INVESTMENT TRUST | DE | MEMBER OF FOUNDATION ASSET MANAGEMENT GP, LLC | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| CHARNEY, DAVID, STEPHEN | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
| WILBER, SKY | I | FOUNDATION ASSET MANAGEMENT GP II, LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Address
1 NORTH LEXINGTON AVE15TH FLOOR
WHITE PLAINS, NY 10601
United States
Phone: 914-574-2923