Forester Capital Management Ltd
Firm details
- Headquarters
- Libertyville, Illinois
- CRD number
- 109474
- Registered since
- June 28, 1999
- Website
- forestervalue.com
- 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 advisory firm (registered in 1999) that operates with an owner-type listed as individual. Its stated business affiliation is a law firm, and its advisory scope includes portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses or institutions. The firm reports an institutional client base and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
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 1
Thomas 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
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