Forest Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $3.8B in regulatory assets under management, 11 employees, 4 offices, and 118 accounts.
Assets Under Management
$3.8B
Employees
11
Offices
4 offices
Total Clients
118
Primary office
CHICAGO, IL
448 N. LASALLE DRIVE, 9TH FLOOR, CHICAGO, IL, United States
Top client segmentPension Plans represent 99.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
99.2%
117
2
Government
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 27, 2026
Discretionary39.7%
$1.5B
40% of total RAUM39.7%
Non-discretionary60.3%
$2.3B
60% of total RAUM60.3%
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$3.8B
Total Accounts118
10Y AUM Change+$3.2B (+563.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee11:1
10Y Employee Change+4 (+57.1%)
* 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.