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FORMAN CAPITAL, LLC

CRD 329537File 801-129505
APPROVED
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$350.5M
Below cohort median (national)
Discretionary AUM
$350.5M
Clients
14
14 accounts
Employees
14
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Feb 14, 2024
Principal office
430 N.E. 5TH AVE, DELRAY BEACH, FL, 33483
Phone
561-588-0132

Assets & accounts

ADV Item 5F
Total regulatory AUM
$350.5M
Discretionary AUM
$350.5M
Non-discretionary AUM
$0
Discretionary accounts
14
Non-discretionary accounts
0
Total accounts
14
AUM per client
$25.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles14$350.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)ORIGINATION, SERVICE, EXIT, MODIFICATION, EXTENSION
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
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
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.