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FOREST CAPITAL MANAGEMENT, LLC
CRD 171659File 801-79809
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 10 | 11 | increased by1 |
| Feb 1, 2026 | Clients | 109 | 118 | increased by9 |
| Feb 1, 2026 | AUM | $2,922,112,475 | $3,750,210,207 | increased by$828,097,732 |
| Feb 1, 2026 | Accounts | 109 | 118 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 90 | 109 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,631,727,938 | $2,922,112,475 | increased by$1,290,384,537 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 90 | 109 | increased by19 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 77 | 90 | increased by13 |
| Apr 1, 2022 | AUM | $965,274,471 | $1,631,727,938 | increased by$666,453,467 |
| Apr 1, 2022 | Accounts | 77 | 90 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOREST CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOREST CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.