RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCCLURE, CAREY, DAVIDICOO/CCONA Control
BOOTH, JULIEN, BINFORDICEO/CCOE Control
BOOTH, JULIEN, BINFORDICEO/CCOE Control
BOOTH, JULIEN, BINFORDICEO/CCOE Control
BOOTH, JULIEN, BINFORDICEO/CCOE Control
BOOTH, JULIEN, BINFORDICEO/CCOE Control
BOOTH, JULIEN, BINFORDIOWNERE
Coulter, DanaIMEMBERC Control
MCCLURE, CAREY, DAVIDICOO/CCO MEMBERC Control
TRIANTAFYLLIDES, DIMITRIIMEMBERC Control

Registrations

Federal

IA
Jan 8, 2025 REGISTERED

Notice Filings (2)

MO NC

Address

300 MCGILL AVE NW STE 200
CONCORD, NC 28027
United States
Phone: 704.533.9876