FOREST CAPITAL OPERATING COMPANY LLC
CRD #325514 SEC #801-127542 CONCORD, NC 704.533.9876
SEC Registered
Total AUM
$134.3M
Discretionary
$134.3M
Employees
4
Clients
0
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $134.3M | $134.3M | $0 | 4 | 0 |
| Jun 2024 | $159.3M | $159.3M | $0 | 4 | 0 |
| Jan 2024 | $159.3M | $159.3M | $0 | 4 | 0 |
| Jun 2023 | $150.3M | $150.3M | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0