FOREST CAPITAL OPERATING COMPANY LLC

FOREST CAPITAL OPERATING COMPANY LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 325514). Regulatory assets under management: $143.2M.

Registration

• CRD: 325514
• SEC file number: 801-127542
• Type: Registered investment adviser
• Location: 6201 FAIRVIEW ROAD, SUITE 200, PMB 17336509, CHARLOTTE, NC, 28210
• Phone: 704.533.9876
• Latest filing: 2026-07-07
• Regulatory AUM: $143.2M
• Discretionary AUM: $143.2M
• Clients: 4
• Accounts: 247

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search