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FOREST CAPITAL MANAGEMENT, LLC
CRD 171659File 801-79809
APPROVED
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.75B
Top 25% of cohort (national)
Discretionary AUM
$1.49B
Non-discretionary $2.26B
Clients
118
118 accounts
Employees
11
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 27, 2014
- Principal office
- 448 N. LASALLE DRIVE, 9TH FLOOR, CHICAGO, IL, 60654
- Phone
- 312-809-6010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.75B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $2.26B
- Discretionary accounts
- 27
- Non-discretionary accounts
- 91
- Total accounts
- 118
- AUM per client
- $31.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 117 | $3.69B |
| State or municipal government entities | 1 | $59.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.