Forest Capital Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$3.8B

Discretionary

$1.5B

40% of AUM

Avg account

$31.8M

Accounts

118

Employees

11

Advisory reps

7

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 registered investment adviser that focuses on serving institutional clients. The firm, organized as an LLC and SEC-registered in 2014, provides portfolio management for businesses and institutions, offers pension consulting services, and runs educational seminars and workshops. Its revenue model includes both percentage-of-assets and fixed-fee arrangements. Forest Capital reports an affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds95%
Cash & Cash Equivalents5%

Contacts

3 of 7

Mallory Grove
Senior Vice PresidentCRD 6945850
Harry Hughes
Financial SpecialistCRD 7723954
Brian Jessen
PresidentCRD 6535716

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 448 N La Salle Dr
Time zone: CT (UTC-6)
Office locations

Similar firms

Victory Park Capital

Chicago, IL

AUM $3.6BTEAM 60REPS 6

Attucks Asset Management, LLC

Chicago, IL

AUM $3.9BTEAM 12REPS 3

Cressey & Company LP

Chicago, IL

AUM $3.6BTEAM 47REPS 6

Retirement Plan Advisors, LLC

Chicago, IL

AUM $3.5BTEAM 47REPS 47

Promanage, LLC

Chicago, IL

AUM $4.1BTEAM 9REPS 5

Freeport Financial Partners LLC

Chicago, IL

AUM $4.1BTEAM 24REPS 4

More RIAs in Chicago →All Illinois RIAs →