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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Forest Capital Management LLC
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| CRD # | 171659 |
| SEC # | 801-79809 |
| CIK # | |
| AUM | $2.9 B (2025-02-07) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 312-809-6010 |
| Address | 1048 Goodlette Frank Rd Naples, FL 34102 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 2.9 |
| By Discretionary | ||
| Discretionary | 27 | 1.3 |
| Non-Discretionary | 82 | 1.6 |
| Total | 109 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 109 | 2.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NPPG Plan Professionals LLC
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|
NJ | 4.5 |
|
Alliant Retirement Services LLC
✚
|
GA | 4.5 |
|
Newport Group Consulting LLC
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|
FL | 4.4 |
|
IM Global Partner Fund Management LLC
✚
|
CA | 3.3 |
|
Romark Credit Advisors LP
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|
NY | 3.3 |
|
Ehlers Investment Partners LLC
✚
|
MN | 2.7 |
|
Thomas Mill Advisors LLC
✚
|
2.6 | |
|
Milliman Advisors LLC
✚
|
WA | 2.5 |
|
Alliance Partners LLC
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|
MD | 2.2 |
|
Ryan Alm Advisers LLC
✚
|
2.1 |