FORESTER CAPITAL, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$775M
72% of AUM
Avg account
$76.5M
Accounts
14
Employees
8
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
160806
Registered since
March 13, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles72.35%
  • Other27.65%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Forester Capital, L.L.C. is a limited liability company that has been registered with the SEC since 2012 and operates as a hedge fund manager focused on institutional clients. The firm functions in roles typical of commodity pool operators/commodity trading advisors (CPO/CTA) and manages pooled investment vehicles while also performing manager selection for other advisers. Its fee arrangements include asset-based fees, performance-based fees, and other fee elements. The firm does not identify as an active ESG investor and is organized under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

2 of 2
  • TRENT CARMICHAEL

    Managing PrincipalCRD 1855939

  • MICHAEL DALY

    PrincipalCRD 2640488

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

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
700 Canal St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth