| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Carson Jessen Control | President | 10-25% | 2018 |
| Mallory Morgan Grove Control | Senior Vice President & Chief Compliance Officer | Under 5% | 2018 |
| Mhjg Holdings LLC Control | Member | Over 75% | 2014 |
Forest Capital Management, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
Forest Capital Management, LLC reports 10 employees.
Forest Capital Management, LLC is based in Naples, FL and has been SEC-registered since 2014.
Forest Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1048 Goodlette Frank Rd., Suite 202, Naples, FL 34102 |
| Phone | 312-809-6010 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.34B |
| Non-discretionary | $1.58B |
| Total (RAUM) | $2.92B |