FOREST CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

Total AUM

$3.8B

Discretionary

$1.5B

40% of AUM

Avg account

$31.8M

Accounts

118

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 171659
Registered since: May 27, 2014
Website: www.forestcapitalmanagement.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans98.42%
State / Municipal Government1.58%
Services: Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Forest Capital Management, LLC is an institutional-focused investment adviser that provides portfolio management for businesses and institutions, offers pension consulting services, and runs educational seminars and workshops. The firm operates under a mix of percentage-of-AUM and fixed-fee billing and has been SEC-registered since 2014. It is not positioned as an ESG-focused manager and is reported as a single-state adviser in its filings. From an investment posture, Forest Capital concentrates its client allocations into pooled public funds and mutual funds rather than direct-stock-only mandates or broad external alternative fund programs. The firm manages both discretionary and non-discretionary mandates, suggesting it can operate as an active asset allocator for institutionally sized clients while also supporting advisory or implementation-only relationships.