Michael Forstl, financial advisor Chapel Hill NC
93 score

Michael Forstl

CRD Number: 1430325
Current Firm: Morgan Creek Capital Management, LLC

Michael Forstl (CRD# 1430325) is an Investment Advisor Representative working at Morgan Creek Capital Management, LLC in Chapel Hill, NC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Creek Capital Distributors, LLC New York, NY Aug 2014 - Current 3
Morgan Creek Capital Management, LLC New York, NY Aug 2014 - Current 3
Strategic Intro LLC New Canaan, CT Feb 2013 - Current 5
Ing Investments Distributor New York, NY Jun 2009 - Feb 2013 3
Ing Investment Management New York, NY Jun 2009 - Feb 2013 3
Ing Investment Management Company New York, NY Jun 2009 - Feb 2013 3
Strategic Intro LLC New Canaan, CT Jan 2009 - Jun 2009 < 1
John Nuveen & Company, Incorporated New York City, NY Apr 1989 - Dec 2008 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Michael Forstl
Phone Number: 919-933-4004
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,683
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $63,871,305
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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