FOREST CAPITAL MANAGEMENT, LLC
CRD #171659 SEC #801-79809 NAPLES, FL 312-809-6010
SEC Registered
Total AUM
$2.9B
Discretionary
$1.3B
Employees
10
Clients
--
Accounts
109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2.9B | $1.3B | $1.6B | 10 | 0 |
| Nov 2024 | $2B | $649.7M | $1.4B | 10 | 0 |
| May 2024 | $2B | $649.7M | $1.4B | 10 | 0 |
| Feb 2024 | $2B | $649.7M | $1.4B | 11 | 0 |
| Feb 2024 | $1.6B | $456.2M | $1.1B | 10 | 0 |
| Sep 2023 | $1.6B | $456.2M | $1.1B | 10 | 0 |
| Jul 2023 | $1.6B | $456.2M | $1.1B | 10 | 0 |
| Feb 2023 | $1.6B | $456.2M | $1.1B | 10 | 0 |
| Dec 2022 | $1.6B | $489.9M | $1.1B | 10 | 0 |
| Jun 2022 | $1.6B | $489.9M | $1.1B | 10 | 0 |
| Mar 2022 | $1.6B | $489.9M | $1.1B | 10 | 0 |
| Mar 2021 | $965.3M | $438.3M | $527M | 9 | 0 |
| Feb 2021 | $965.3M | $438.3M | $527M | 9 | 0 |
| Jul 2020 | $914M | $354.3M | $559.7M | 8 | 0 |
| Apr 2020 | $914M | $354.3M | $559.7M | 8 | 0 |
| Mar 2020 | $914M | $354.3M | $559.7M | 8 | 0 |
| Dec 2019 | $590.8M | $256.4M | $334.5M | 7 | 0 |
| Mar 2019 | $590.8M | $256.4M | $334.5M | 7 | 0 |
| Oct 2018 | $807.7M | $325.5M | $482.2M | 7 | 0 |
| Apr 2018 | $807.7M | $325.5M | $482.2M | 7 | 0 |
| Mar 2018 | $807.7M | $325.5M | $482.2M | 7 | 0 |
| Mar 2017 | $565M | $309.4M | $255.6M | 7 | 26 |
| Mar 2016 | $233.8M | $53.4M | $180.5M | 6 | 26 |
| Feb 2015 | $178.3M | $105.9M | $72.4M | 6 | 11 |
| Sep 2014 | $129.3M | $20.9M | $108.4M | 3 | 0 |
| Jul 2014 | $0 | $0 | $0 | 3 | 0 |
| Jul 2014 | $0 | $0 | $0 | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$2.9B
Discretionary$1.3B
Non-Disc.$1.6B
Employees10
Clients0
DateNov 2024
Total AUM$2B
Discretionary$649.7M
Non-Disc.$1.4B
Employees10
Clients0
DateMay 2024
Total AUM$2B
Discretionary$649.7M
Non-Disc.$1.4B
Employees10
Clients0
DateFeb 2024
Total AUM$2B
Discretionary$649.7M
Non-Disc.$1.4B
Employees11
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$456.2M
Non-Disc.$1.1B
Employees10
Clients0
DateSep 2023
Total AUM$1.6B
Discretionary$456.2M
Non-Disc.$1.1B
Employees10
Clients0
DateJul 2023
Total AUM$1.6B
Discretionary$456.2M
Non-Disc.$1.1B
Employees10
Clients0
DateFeb 2023
Total AUM$1.6B
Discretionary$456.2M
Non-Disc.$1.1B
Employees10
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$489.9M
Non-Disc.$1.1B
Employees10
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$489.9M
Non-Disc.$1.1B
Employees10
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$489.9M
Non-Disc.$1.1B
Employees10
Clients0
DateMar 2021
Total AUM$965.3M
Discretionary$438.3M
Non-Disc.$527M
Employees9
Clients0
DateFeb 2021
Total AUM$965.3M
Discretionary$438.3M
Non-Disc.$527M
Employees9
Clients0
DateJul 2020
Total AUM$914M
Discretionary$354.3M
Non-Disc.$559.7M
Employees8
Clients0
DateApr 2020
Total AUM$914M
Discretionary$354.3M
Non-Disc.$559.7M
Employees8
Clients0
DateMar 2020
Total AUM$914M
Discretionary$354.3M
Non-Disc.$559.7M
Employees8
Clients0
DateDec 2019
Total AUM$590.8M
Discretionary$256.4M
Non-Disc.$334.5M
Employees7
Clients0
DateMar 2019
Total AUM$590.8M
Discretionary$256.4M
Non-Disc.$334.5M
Employees7
Clients0
DateOct 2018
Total AUM$807.7M
Discretionary$325.5M
Non-Disc.$482.2M
Employees7
Clients0
DateApr 2018
Total AUM$807.7M
Discretionary$325.5M
Non-Disc.$482.2M
Employees7
Clients0
DateMar 2018
Total AUM$807.7M
Discretionary$325.5M
Non-Disc.$482.2M
Employees7
Clients0
DateMar 2017
Total AUM$565M
Discretionary$309.4M
Non-Disc.$255.6M
Employees7
Clients26
DateMar 2016
Total AUM$233.8M
Discretionary$53.4M
Non-Disc.$180.5M
Employees6
Clients26
DateFeb 2015
Total AUM$178.3M
Discretionary$105.9M
Non-Disc.$72.4M
Employees6
Clients11
DateSep 2014
Total AUM$129.3M
Discretionary$20.9M
Non-Disc.$108.4M
Employees3
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0