Forest Hill Capital, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 129667
- Registered since
- January 9, 2004
- Website
- www.foresthillcap.com
- Custodians
- JEFFERIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI73.25%
- Pooled Investment Vehicles26.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Forest Hill Capital, LLC is a privately owned hedge fund and registered investment adviser that has been SEC-registered since 2004. The firm provides portfolio management for both individual/small business clients and pooled investment vehicles, serving a mix of individual & family and institutional clients. Its compensation model includes a traditional percentage-of-AUM fee alongside performance-based fees, consistent with hedge-fund-style strategies. Forest Hill reports it is not an active ESG investor and it does not operate as a multi-state adviser or as a dedicated capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Mark Lee
President, Chief Investment OfficerCRD 1013986
Timothy Coon
Chief Financial Officer & Chief Compliance OfficerCRD 2369366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$36.2M in ETFs
100%
$36.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $20.9M | 277,500 | 57.87% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 100 River Bluff Dr
- Time zone
- CT (UTC-6)
- Office locations
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