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Forester Capital Management Ltd

● SEC registered since 1999CRD 109474SEC# 801-56631Libertyville, IL
Export (members)
Reg. AUM
$3.5M
Employees
1
Accounts
1
Location
Libertyville, IL

Forester Capital Management Ltd assets under management

Forester Capital Management Ltd operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 1999. It reports $3.5 million in regulatory assets under management and employs 1 people.

Forester Capital Management Ltd owners & executives

1 reported
NameTitleOwnershipSince
Thomas Harland Forester ControlPresident, Ceo, Cfo, Coo, Clo, Cco, DirectorOver 75%2004

Frequently asked questions

How much does Forester Capital Management Ltd manage?

Forester Capital Management Ltd reports $3.5 million in regulatory assets under management on its Form ADV.

How many employees does Forester Capital Management Ltd have?

Forester Capital Management Ltd reports 1 employees.

Where is Forester Capital Management Ltd located?

Forester Capital Management Ltd is based in Libertyville, IL and has been SEC-registered since 1999.

Does Forester Capital Management Ltd disclose fund performance?

Forester Capital Management Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address612 Paddock, Libertyville, IL 60048
Phone224-544-5123
Office hours9a.m. - 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.5M▲ 20%
Mar '25 — $2.9MApr '25 — $2.9MMay '25 — $2.9MJun '25 — $2.9MJul '25 — $2.9MAug '25 — $2.9MSep '25 — $2.9MOct '25 — $2.9MNov '25 — $2.9MDec '25 — $2.9MJan '26 — $2.9MFeb '26 — $2.9MMar '26 — $3.5MApr '26 — $3.5MMay '26 — $3.5MJun '26 — $3.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$3.5Mregulatory AUM
Discretionary $3.5M