| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Forester Diversified, Ltd. | Hedge | $251.4M | $2M |
| Forester Strategic Opportunities, L.P. | Hedge | $226.8M | $1M |
| Forester Diversified Fund, L.P. | Hedge | $212.5M | $2M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael J Daly Control | Chief Financial Officer, Chief Compliance Officer | Under 5% | 2004 |
| Trent Andrew Carmichael Control | Managing Member | Over 75% | 1999 |
Forester Capital, L.L.C. reports $1 billion in regulatory assets under management on its Form ADV.
Forester Capital, L.L.C. manages 10 private funds with combined gross assets of $1.4 billion.
Forester Capital, L.L.C. reports 8 employees.
Forester Capital, L.L.C. is based in Stamford, CT and has been SEC-registered since 2012.
Forester Capital, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 700 Canal Street, Third Floor, Stamford, CT 06902 |
| Phone | 203-983-7380 |
| Fax | 203-983-7399 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $765.3M |
| Non-discretionary | $262.5M |
| Total (RAUM) | $1.03B |