FORESTER CAPITAL, L.L.C. of STAMFORD, CT is an SEC-registered investment adviser (CRD 160806). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Performance, Other.
Clients served: Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Trent Andrew Carmichael | MANAGING MEMBER | — |
| Michael J Daly | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| KATZ JONAS CALIBAN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL | — |
| DALY JOSEPH J | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SALDARELLI MATTHEW DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| CARMICHAEL TRENT ANDREW | MANAGING MEMBER | — |
| RICCIARDI DANIEL P | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FORESTER STRATEGIC OPPORTUNITIES, L.P. | Hedge Fund | Delaware | 88 | $244.8M | $1.0M |
| FORESTER DIVERSIFIED FUND, L.P. | Hedge Fund | Delaware | 104 | $217.7M | $2.0M |
| FORESTER STRATEGIC OPPORTUNITIES II, L.P. | Hedge Fund | Delaware | 117 | $175.0M | $1.0M |
| FORESTER DIVERSIFIED, LTD. | Hedge Fund | Cayman Islands | 56 | $134.6M | $2.0M |
| FC STRATEGIC HOLDINGS, LTD. | Hedge Fund | Cayman Islands | 1 | $125.3M | $1.0M |
| FORESTER PARTNERS, L.P. | Hedge Fund | Delaware | 87 | $124.1M | $1.0M |
| FORESTER STRATEGIC OPPORTUNITIES, LTD. | Hedge Fund | Cayman Islands | 20 | $115.8M | $1.0M |
| FORESTER STRATEGIC OPPORTUNITIES II, LTD. | Hedge Fund | Cayman Islands | 26 | $88.2M | $1.0M |
| FORESTER REVENUE PARTICIPATION, LTD. | Hedge Fund | Delaware | 1 | $55.1M | $1.0M |
| FORESTER OFFSHORE, LTD. | Hedge Fund | Cayman Islands | 23 | $43.7M | $2.0M |
| FORESTER CO-INVESTMENT, L.P. | Hedge Fund | Delaware | 13 | $3.7M | $250K |
| FORESTER REVENUE PARTICIPATION, L.P. | Hedge Fund | Delaware | 2 | $73K | $1.0M |