Forest Capital Operating Company LLC
● SEC registered since 2023CRD 325514SEC# 801-127542Charlotte, NC
Reg. AUM
$143.2M
Employees
4
Accounts
247
Location
Charlotte, NC
Forest Capital Operating Company LLC assets under management
Forest Capital Operating Company LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2023. It reports $143.2 million in regulatory assets under management and employs 4 people.
Forest Capital Operating Company LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carey David McClure Control | Coo/Cco Member | 25-50% | 2024 |
| Dana Coulter Control | Member | 25-50% | 2024 |
| Dimitri Triantafyllides Control | Member | 25-50% | 2024 |
Frequently asked questions
How much does Forest Capital Operating Company LLC manage?
Forest Capital Operating Company LLC reports $143.2 million in regulatory assets under management on its Form ADV.
How many employees does Forest Capital Operating Company LLC have?
Forest Capital Operating Company LLC reports 4 employees.
Where is Forest Capital Operating Company LLC located?
Forest Capital Operating Company LLC is based in Charlotte, NC and has been SEC-registered since 2023.
Does Forest Capital Operating Company LLC disclose fund performance?
Forest Capital Operating Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6201 Fairview Road, Suite 200, Pmb 17336509, Charlotte, NC 28210 |
| Phone | 704.533.9876 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2024042 |
| Discloses disciplinary history | No |
Regulatory AUM
$143.2M▲ 7%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$143.2Mregulatory AUM
Discretionary $143.2M