FORESTER CAPITAL MANAGEMENT LTD
Firm details
- Headquarters
- LIBERTYVILLE, Illinois
- CRD number
- 109474
- Registered since
- June 28, 1999
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Forester Capital Management Ltd is a small, SEC-registered corporate adviser that has been on the books since 1999. Its record lists the business activity as a law firm and the owner type as individual, and it operates on a percentage-of-AUM fee model. The firm’s stated advisory services cover portfolio management for individuals and small businesses as well as for investment companies and other business or institutional clients. It is not identified as a capital allocator, is not active on ESG matters, and does not report multi-state adviser status.
Assets & Accounts
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
Owners & executives
1 of 1THOMAS FORESTER
Founder, CEO & CIOCRD 2898005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LIBERTYVILLE, IL
LAKE
Location
LIBERTYVILLE, IL
Headquartered in LIBERTYVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 612 Paddock Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ENCOMPASS WEALTH MANAGEMENT LLC
RIALIBERTYVILLE, IL
THE TRANEL GROUP, LLC
RIALIBERTYVILLE, IL
PRISM PLANNING PARTNERS
RIALIBERTYVILLE, IL
PATRICK M. SWEENEY & ASSOCIATES, INC
RIALIBERTYVILLE, IL
LIBERTY ONE INVESTMENT MANAGEMENT
RIALIBERTYVILLE, IL
INSPIRION WEALTH ADVISORS, LLC
RIALIBERTYVILLE, IL