Forman Capital, LLC

RIASEC Registered
Total AUM
$351M
Discretionary
$351M
100% of AUM
Avg account
$25M
Accounts
14
Employees
14
Advisory reps
1

Firm details

Headquarters
Delray Beach, Florida
CRD number
329537
Registered since
February 14, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forman Capital, LLC is an SEC-registered investment adviser (registration effective 2024) organized as an LLC and identified as a private equity fund manager. The firm provides portfolio management for pooled investment vehicles and serves primarily institutional clients. It operates as sponsor/GP/managing member of pooled vehicles, indicating an active operating role across the funds it advises. Fee arrangements include a percentage-of-AUM component, performance-based fees and other bespoke fee structures. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Delray Beach, FL

Palm Beach

Location

Delray Beach, FL

Headquartered in Delray Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
430 Ne 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth