FORMAN CAPITAL, LLC
CRD #329537 SEC #801-129505 DELRAY BEACH, FL 561-588-0132
SEC Registered Private Funds
Total AUM
$368.1M
Discretionary
$368.1M
Employees
11
Clients
--
Accounts
13
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBSON, BENJAMIN, C | I | PARTNER / CCO | NA | Control |
| JACOBSON, BENJAMIN, C | I | PARTNER / CCO | NA | Control |
| BDF FINANCIAL SERVICES INC | DE | MEMBER | E | Control |
| BDF FINANCIAL SERVICES INC | DE | MEMBER | E | Control |
| JACOBSON CAPITAL GROUP LLC | DE | MEMBER | C | Control |
| JACOBSON CAPITAL GROUP LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Forman, Brett | I | BDF FINANCIAL SERVICES INC | E | Control |
| JACOBSON, BENJAMIN, C | I | JACOBSON CAPITAL GROUP LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Address
430 N.E. 5TH AVEDELRAY BEACH, FL 33483
United States
Phone: 561-588-0132