FORESTER CAPITAL MANAGEMENT LTD
  • FORESTER CAPITAL MANAGEMENT LTD

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 06/28/1999
ADV Location LIBERTYVILLE, IL, United States
Contact Info 224 xxxxxxx
Websites
AUM* 3,512,507 1%
of that, discretionary 3,512,507 1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,512,507 1%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

191M 163M 136M 109M 82M 54M 27M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary