Forester Capital Management Ltd

RIASEC RegisteredEst. 1999
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$3.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Libertyville, Illinois
CRD number
109474
Registered since
June 28, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forester Capital Management Ltd is a small, SEC-registered corporate advisory firm (registered in 1999) that operates with an owner-type listed as individual. Its stated business affiliation is a law firm, and its advisory scope includes portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses or institutions. The firm reports an institutional client base and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Thomas Forester

    Thomas Forester

    Founder, CEO & CIOCRD 2898005

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Libertyville, IL

Lake

Location

Libertyville, IL

Headquartered in Libertyville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
612 Paddock Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth