ASHLAND FOREST CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
338252
Registered since
August 14, 2025

Firm profile

FINTRX

Overview

Ashland Forest Capital Partners LLC is organized as a limited liability company and is registered with the SEC in 2025. The firm is structured primarily as a sponsor and general partner, acting as managing member of at least one pooled investment vehicle. It is classified as an individual-owner entity and is not flagged as an active ESG investor, multi-state adviser, pension consultant or related adviser. Public-facing advisory client counts are effectively nil, which suggests the firm's business model centers on managing private pooled capital rather than providing traditional advisory services to retail or institutional advisory accounts. The firm’s regulatory profile and activity indicate a focus on private fund management: Ashland Forest Capital Partners serves as the GP/sponsor of pooled vehicles rather than operating as a broad-based RIA with a roster of advisory clients. The disclosure that it is unclassified and not a capital allocator further underscores a narrow operating footprint concentrated on private fund sponsorship and ownership roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • PETER BERNICK

    Founding PartnerCRD 5147914

  • Thomas Mccauley

    Managing PartnerCRD 8147625

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth