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| Keyboard |
| Forest Capital Operating Company LLC
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|---|---|
| CRD # | 325514 |
| SEC # | 801-127542 |
| CIK # | 0002024042 |
| AUM | 143.2 M (2026-01-27) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-533-9876 |
| Address | 300 Mcgill Ave NW Ste 200 Concord, NC 28027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 24.3 |
| (b) Individuals (high net worth individuals) | 67 | 109.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 143.2 |
| By Discretionary | ||
| Discretionary | 247 | 143.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 143.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.2 | |
| Total | 247 | 143.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0002024042] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Forest Capital Operating Co | MENE Inc | [2024-07-03] |
| Forest Capital Operating Co | Goldmoney Inc | [2024-05-21] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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