Forager Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$176M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Birmingham, Alabama
CRD number
158835
Registered since
April 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forager Capital Management, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2021. The firm positions itself as a multifaceted manager running both hedge fund and private equity strategies for an institutional client base. Its advisory activity centers on managing pooled investment vehicles, and it functions as sponsor, general partner and managing member for those vehicles. Compensation follows a traditional hedge-fund model — a percentage-of-AUM fee combined with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

3 of 3
  • Robert Macarthur

    Robert Macarthur

    Portfolio ManagerCRD 5980165

  • Edward Kissel

    Edward Kissel

    Managing PartnerCRD 5980164

  • Johnathan Wilhelm

    Johnathan Wilhelm

    PartnerCRD 6836152

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2025 3rd Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth