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Forester Capital, L.L.C.
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Overview Share
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Stamford, Connecticut
$1.9 billion AUM
1 office

Forester Capital, L.L.C. is based in Stamford, Connecticut and has $1.9 billion in assets under management.

Location
700 Canal Street
Third Floor
Stamford, CT 06902
$1.9 billion
AUM
15
Employees
AUM Share
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$1,858,033,047
Assets under management
12 clients
Number of clients
Average investment size is $154,836,087
50% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 11 $1,660,813,102 89% $150,983,009
Employees Share
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15
Employees
4
Investment analysts
27% of total employees
AUM per employee Share
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$1,858,033,047
Assets under management
$123,868,870
AUM per employee
$464,508,262
AUM per investment analyst
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Compensation

Forester Capital, L.L.C. makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
  • Fixed fees at different aum thresholds
Services offered

Forester Capital, L.L.C. provides the following services:

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 160,806
SEC number 801-73494
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

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