RIA Intel›Advisers›Connecticut›FORESTER CAPITAL, L.L.C.

FORESTER CAPITAL, L.L.C.

Advisory

N·STAMFORD, CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

-11.0%

3-Year CAGR

-14.8%

Employees

2

Assets Under Management

Total AUM$1.1B

Discretionary AUM$775M

Non-Discretionary AUM$296M

Discretionary %72.3%

Total Clients12

Team

Total Employees2

Investment Advisers8

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record20

First FilingFeb 13, 2012

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FORESTER CAPITAL, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.