SourcingSourcing

FORESTER CAPITAL MANAGEMENT LTD

C40
CRD 109474·SEC 801-56631·LIBERTYVILLE, IL
AUM
$3.5M
<$25M
Est. Revenue
$35K
@ 1% on AUM
Est. EBITDA
$11K
@ 30% margin
Est. Deal Value
$84K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORESTER CAPITAL MANAGEMENT LTD
CRD
109474
SEC file #
801-56631
EIN
364297579
DBA names
—

Economics

AUM
$3.5M
AUM band
<$25M
AUM trajectory
'20'26
$23.9M → $3.5M▼ -85%
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
LIBERTYVILLE IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
forestervalue.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FORESTER, THOMAS, HARLAND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FORESTER, THOMAS, HARLAND
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORESTERVALUE.COM
Rdap Domain Creation Date
2002-11-06T16:04:37Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001483969
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2010-02-19
Edgar Last Filing Date
2017-08-14
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2017-08-14
Accession0001162044-17-000712

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
100 FIELD DRIVESUITE 330LAKE FOREST, IL 60045
Business
100 FIELD DRIVESUITE 330LAKE FOREST, IL 60045
Edgar EIN
364297579
Edgar Recent Filings
13F-HR2017-08-14 · 0001162044-17-000712
13F-HR2017-05-11 · 0001162044-17-000423
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-06T16:04:37Z
Rdap Domain Last Changed
2025-10-08T04:43:10Z
Rdap Nameservers
Ns1.turbify.comNs2.turbify.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2898005
Trust Company Affiliate
No

People (1)

1
FORESTER, THOMAS, HARLAND
Direct Owner · 87.5%
2898005