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Forest Capital Operating Company LLC
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CRD # | 325514 |
SEC # | 801-127542 |
CIK # | 0002024042 |
AUM | $159.3 MM (2024-06-05) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 704-533-9876 |
Address | 300 Mcgill Ave NW Ste 200 Concord, NC 28027 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 114 | 45.6 |
(b) Individuals (high net worth individuals) | 50 | 113.7 |
(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 | 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 | 297 | 159.3 |
By Discretionary | ||
Discretionary | 297 | 159.3 |
Non-Discretionary | 0 | 0.0 |
Total | 297 | 159.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 159.3 | |
Total | 297 | 159.3 |
EDGAR Form | CIK | 2011 - 2024 |
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SC 13G | [0002024042] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Forest Capital Operating Co | MENE Inc | [2024-07-03] |
Forest Capital Operating Co | Goldmoney Inc | [2024-05-21] |
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