# FORESTER CAPITAL, L.L.C.

FORESTER CAPITAL, L.L.C. of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 160806
- Type: SEC-registered investment adviser
- SEC file number: 801-73494
- Location: 700 CANAL STREET, THIRD FLOOR, STAMFORD, CT, 06902
- Phone: 203-983-7380
- Latest filing: 2026-03-31
- Regulatory AUM: $1.1B
- Discretionary AUM: $774.7M
- Non-discretionary AUM: $296.1M
- Clients: 8
- Accounts: 14

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Charities, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Trent Andrew Carmichael](https://search.stillhousedata.com/person/713288) | MANAGING MEMBER | — |
| [Michael J Daly](https://search.stillhousedata.com/person/713289) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [KATZ JONAS CALIBAN](https://search.stillhousedata.com/person/743010) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL | — |
| [DALY JOSEPH J](https://search.stillhousedata.com/person/783687) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [SALDARELLI MATTHEW DAVID](https://search.stillhousedata.com/person/790027) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| [CARMICHAEL TRENT ANDREW](https://search.stillhousedata.com/person/829989) | MANAGING MEMBER | — |
| [RICCIARDI DANIEL P](https://search.stillhousedata.com/person/868039) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (12)

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (2)

- administrator: INTERNATIONAL FUND SERVICES (N.A.), L.L.C. — 9 funds
- administrator: INTERNATIONAL FUND SERVICES (N.A.), LLC — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160806/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160806/similar
- Related entities: https://search.stillhousedata.com/firm/160806/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160806

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.