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| Happy Holidays!! thanks for using AUM13F!! |
| Forman Capital LLC
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| CRD # | 329537 |
| SEC # | 801-129505 |
| CIK # | |
| AUM | $368.1 M (2025-03-31) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 561-588-0132 |
| Address | 430 NE 5th Ave Delray Beach, FL 33483 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FC AURA LLC | 2025-03-31 | 113.8 | |
| PE | FC Catawba Land LLC | 2025-03-31 | 4.9 | |
| PE | FC Domus Brickell LLC | 2025-03-31 | 54.6 | |
| PE | FC ENVY LLC | 2025-03-31 | 26.7 | |
| PE | FC Miami AVE Land LLC | 2025-03-31 | 3.5 | |
| PE | FC OYO LLC | 2025-03-31 | 3.6 | |
| PE | FC Racetrack LLC | 2025-03-31 | 2.1 | |
| PE | FC River District 14 LLC | 2025-03-31 | 78.3 | |
| PE | FC Rolling Hills LLC | 2025-03-31 | 7.9 | |
| PE | FC Castlewood LLC | [2024-01-15] | 16.4 | 16.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 368.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 368.1 |
| By Discretionary | ||
| Discretionary | 13 | 368.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 368.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.1 | |
| Total | 13 | 368.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brett Forman | 36 | ||
| Ben Jacobson | 12 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empeiria Capital Management LLC
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OH | 0.4 |
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Hughes & Company Investment Partners LP
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IL | 0.4 |
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Thurston Advisors LLC
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FL | 0.4 |
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Glide Capital LLC
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FL | 0.4 |
|
BVP Management Company LLC
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NY | 0.4 |
|
Innovius Capital Management LLC
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CA | 0.4 |
|
Alterna Capital Partners LLC
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|
0.4 | |
|
Grey Rock Energy Management LLC
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|
TX | 0.4 |
|
Osceola Capital Management LLC
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|
FL | 0.4 |
|
Sonoma Brands Partners II LLC
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CA | 0.4 |