FOREST HILL CAPITAL, LLC
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 129667
- Registered since
- January 9, 2004
- Website
- www.foresthillcap.com
- Custodians
- JEFFERIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI73.25%
- Pooled Investment Vehicles26.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Forest Hill Capital, LLC is a small, SEC-registered hedge fund adviser organized as an LLC and operating since 2004. The firm serves both high-net-worth individuals and institutional clients, providing portfolio management for private accounts and for pooled investment vehicles. Its fee model includes traditional percentage-of-AUM charges alongside performance-based fees, and it operates as an active manager rather than an ESG-focused allocator. The firm is not structured as a multi-state adviser or pension consultant and does not report being part of a broader related-adviser group.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2MARK LEE
President, Chief Investment OfficerCRD 1013986
TIMOTHY COON
Chief Financial Officer & Chief Compliance OfficerCRD 2369366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$43.2M in ETFs
100%
$43.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $25.5M | 277,500 | 58.92% |
Location
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 100 River Bluff Dr
- Time zone
- CT (UTC-6)
- Office locations
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