FORMAN CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$351M
Discretionary
$351M
100% of AUM
Avg account
$25M
Accounts
14
Employees
14
Advisory reps
1

Firm details

Headquarters
DELRAY BEACH, Florida
CRD number
329537
Registered since
February 14, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forman Capital, LLC is organized as an LLC and operates primarily as a private equity fund sponsor and manager of pooled investment vehicles. The firm is SEC-registered (2024) and serves institutional clients. It functions as a sponsor/GP and managing member of pooled funds rather than acting as a traditional capital allocator. Advisory activity centers on portfolio management for pooled investment vehicles. Fees include a percentage-of-AUM management component, performance-based compensation, and other fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Contacts

1 of 1
  • BENJAMIN JACOBSON

    PartnerCRD 5982521

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

DELRAY BEACH, FL

PALM BEACH

Location

DELRAY BEACH, FL

Headquartered in DELRAY BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
430 NE 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth