FORAGER CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$176M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Birmingham, Alabama
CRD number
158835
Registered since
April 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forager Capital Management, LLC is an SEC-registered investment manager organized as an LLC that operates as a hybrid hedge fund and private equity manager. The firm provides portfolio management for pooled investment vehicles and serves primarily institutional clients. Its compensation framework combines a traditional percentage-of-AUM fee with performance-based fees. Forager acts as sponsor/GP and managing member of its pooled vehicles rather than functioning as a pure capital allocator. The adviser is not positioned as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ROBERT MACARTHUR

    Portfolio ManagerCRD 5980165

  • EDWARD KISSEL

    Managing PartnerCRD 5980164

  • Johnathan Wilhelm

    PartnerCRD 6836152

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
2025 3rd Ave N
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth