SourcingSourcing

FORAGER CAPITAL MANAGEMENT, LLC

C29
CRD 158835·SEC 801-120794·BIRMINGHAM, AL
AUM
$352.9M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORAGER CAPITAL MANAGEMENT, LLC
CRD
158835
SEC file #
801-120794
EIN
453145455
DBA names
—

Economics

AUM
$352.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$137.1M → $352.9M▲ +157%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
foragercap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAD DOG ENTERPRISES, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BAD DOG ENTERPRISES, LLC
BEAUMONT CAPITAL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
FORAGERCAP.COM
Rdap Domain Creation Date
2011-08-02T14:20:23Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001539281
Edgar Registered
Yes
Edgar Filing Count
108
Edgar First Filing Date
2012-02-02
Edgar Last Filing Date
2026-05-18
Edgar Form D Count
22
Edgar Form D Offerings
2025-12-022025-12-02 · 0001539281-25-000003
2024-12-022024-12-02 · 0001539281-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Interactive Brokers4
E*trade4
Fidelity2
Northern Trust2
Edgar Addresses
Mailing
C/O FORAGER CAPITAL MANAGEMENT, LLC2025 3RD AVE. N, SUITE 350BIRMINGHAM, AL
Business
C/O FORAGER CAPITAL MANAGEMENT, LLC2025 3RD AVE. N, SUITE 350BIRMINGHAM, AL
Edgar EIN
453145455
Edgar Recent Filings
SCHEDULE 13D/A2026-05-18 · 0001654954-26-005086
42026-04-30 · 0001104659-26-053183
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-02T14:20:23Z
Rdap Domain Last Changed
2026-05-11T08:47:47Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
MACARTHUR, ROBERT, SYMMES
IAR · Executive Officer · 2.5%
5980165
KISSEL, EDWARD, URBAN
IAR · Executive Officer · 2.5%
5980164
Wilhelm, Johnathan, N
IAR · Executive Officer · 2.5%
6836152