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Forman Capital, LLC

● SEC registered since 2024CRD 329537SEC# 801-129505Delray Beach, FL
Export (members)
Ranks #4,374 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$350.5M
Fund GAV
$350.5M
Private funds
14
Employees
14
Accounts
14
Location
Delray Beach, FL

Forman Capital, LLC assets under management

Forman Capital, LLC is an investment advisory firm registered with the SEC based in Delray Beach, FL. The firm has been registered since 2024. It reports $350.5 million in regulatory assets under management and employs 14 people. Forman Capital, LLC manages 14 private funds with combined gross assets of $350.5 million, including Fc Aura LLC. By regulatory assets, it ranks 4,374 of 6,004 private fund managers.

Forman Capital, LLC private funds

14 funds · $350.5M GAV
FundTypeGross assetsMin.
Fc Aura LLCPrivate Equity$115.2M
Fc Caltopia I, LLCPrivate Equity$54.1M
Fc Oaks Dw, LLCPrivate Equity$37.1M
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Forman Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bdf Financial Services Inc ControlMemberOver 75%2022
Benjamin C Jacobson ControlPartner / CcoUnder 5%2023
Jacobson Capital Group LLC ControlMember25-50%2022
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Frequently asked questions

How much does Forman Capital, LLC manage?

Forman Capital, LLC reports $350.5 million in regulatory assets under management on its Form ADV.

How many private funds does Forman Capital, LLC manage?

Forman Capital, LLC manages 14 private funds with combined gross assets of $350.5 million.

How many employees does Forman Capital, LLC have?

Forman Capital, LLC reports 14 employees.

Where is Forman Capital, LLC located?

Forman Capital, LLC is based in Delray Beach, FL and has been SEC-registered since 2024.

Does Forman Capital, LLC disclose fund performance?

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

Contact & registration

Address430 N.e. 5th Ave, Delray Beach, FL 33483
Phone561-588-0132
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$350.5M▼ 5%
Mar '25 — $368.1MApr '25 — $368.1MMay '25 — $368.1MJun '25 — $368.1MJul '25 — $368.1MAug '25 — $368.1MSep '25 — $368.1MOct '25 — $368.1MNov '25 — $368.1MDec '25 — $368.1MJan '26 — $368.1MFeb '26 — $368.1MMar '26 — $350.5MApr '26 — $350.5MMay '26 — $350.5MJun '26 — $350.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 18%
More funds than 82% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$350.5Mregulatory AUM
Discretionary $350.5M

Service providers