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 institutional RIA organized as a corporation and registered in 1999. The firm is owned by an individual and lists a law firm affiliation among its business activities and industry ties. Its advisory mandate focuses on portfolio management across client types — individuals and small businesses, investment companies, and businesses or institutions — and it charges fees based on a percentage of assets under management. Forester is not designated as an active ESG investor, is not multi‑state, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Thomas Forester

    Thomas Forester

    Founder, CEO & CIOCRD 2898005

Wealth teams

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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