Forester Capital Management Ltd

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Assets, Funds, Holdings

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Forester Capital Management Ltd
CRD #109474
SEC #801-56631
CIK #0001483969
AUM $3.5 MM (2024-03-28)
Employees 1 (100% Investors, 0% Brokers)
Phone224-544-5123
Address700 Park Ave
Libertyville, IL 60048
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002001200920172025
AUM Breakdown Accounts AUM ($MM)
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 1 3.5
(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 1 3.5
By Discretionary
Discretionary 1 3.5
Non-Discretionary 0 0.0
Total 1 3.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.5
Total 1 3.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001483969]
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Boulevard Family Wealth Services LLC
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