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 institutional RIA organized as a corporation and registered in 1999. The firm is owned by an individual and lists a law firm affiliation among its business activities and industry ties. Its advisory mandate focuses on portfolio management across client types — individuals and small businesses, investment companies, and businesses or institutions — and it charges fees based on a percentage of assets under management. Forester is not designated as an active ESG investor, is not multi‑state, and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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