Forester Capital, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 8 employees, and 14 accounts.
Assets Under Management
$1.1B
Employees
8
Offices
--
Total Clients
14
Primary office
STAMFORD, CT
700 CANAL STREET, THIRD FLOOR, STAMFORD, CT, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 92.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.9%
13
2
FEDERAL GOVERNMENT INSTITUTION
7.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary72.3%
$775M
72% of total RAUM72.3%
Non-discretionary27.7%
$296M
28% of total RAUM27.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts14
10Y AUM Change$-2.2B (-67.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee2:1
10Y Employee Change-20 (-71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.