- October 19, 2005 – Foreside is established following Citi acquisition of Forum Fund 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.
- Q4 2017 – Foreside acquires VT (Vontobel) Distributors, LLC.
- 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).
- Q2 2019 – Foreside acquires Parnassus Funds Distributor, LLC.
- Q4 2019 – Foreside acquires Compliance Advisory Services.
- Q1 2020 – Foreside acquires Quasar Distributors, LLC.
