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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

FORESTER CAPITAL MANAGEMENT LTD

CRD 109474

LIBERTYVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10c255a4-33e1-d8eb-790e-055d74231a45

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2011 to Mar 31, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.5MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-56631
CRD: 109474
Filings on the tape: 21
First filed: Dec 7, 2011
Latest filed: Mar 31, 2026
Organised: Corporation, IL
Website: forestervalue.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORESTER, THOMAS, HARLAND	PRESIDENT, CEO, CFO, COO, CLO, CCO, DIRECTOR	E	yes	02/2004	Dec 7, 2011	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FORESTER & ASSOCIATES	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.5M	$3.5M	1	1	0	n/a	n/a
2024	Mar 26, 2025	$2.9M	$2.9M	1	1	0	n/a	n/a
2023	Mar 28, 2024	$3.5M	$3.5M	1	1	0	n/a	n/a
2022	Mar 30, 2023	$15.1M	$15.1M	1	1	0	n/a	n/a
2021	Mar 28, 2022	$4.6M	$4.6M	1	1	0	n/a	n/a
2020	Mar 31, 2021	$8.3M	$8.3M	2	2	0	n/a	n/a
2019	Mar 31, 2020	$12.4M	$12.4M	2	2	0	n/a	n/a
2018	Mar 29, 2019	$23.9M	$23.9M	2	2	1	n/a	n/a
2017	Mar 31, 2018	$54.7M	$54.7M	3	3	0	n/a	n/a
2016	Mar 30, 2017	$117M	$117M	3	3	n/a	n/a	n/a
2015	Mar 15, 2016	$147M	$147M	4	4	n/a	n/a	n/a
2014	Mar 18, 2015	$191M	$191M	4	4	n/a	n/a	n/a
2013	Mar 14, 2014	$177M	$177M	4	4	n/a	n/a	n/a
2012	Mar 19, 2013	$219M	$219M	4	4	n/a	n/a	n/a
2011	Mar 20, 2012	$273M	$273M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.5M	$2.9M	20.0%	$15.1M	-38.5%	1	1	0	0

Relationships

Controls (1)

← FORESTER, THOMAS, HARLANDOwnerPRESIDENT, CEO, CFO, COO, CLO, CCO, DIRECTOR, ownership code E, individual
Dec 7, 2011 to Mar 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10c255a4-33e1-d8eb-790e-055d74231a45
First observed: Dec 7, 2011
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORESTER CAPITAL MANAGEMENT LTD

CRD 109474

LIBERTYVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10c255a4-33e1-d8eb-790e-055d74231a45

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORESTER, THOMAS, HARLAND

PRESIDENT, CEO, CFO, COO, CLO, CCO, DIRECTOR

yes

02/2004

Dec 7, 2011

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FORESTER & ASSOCIATES

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.5M

n/a

2024

Mar 26, 2025

$2.9M

n/a

2023

Mar 28, 2024

$3.5M

n/a

2022

Mar 30, 2023

$15.1M

n/a

2021

Mar 28, 2022

$4.6M

n/a

2020

Mar 31, 2021

$8.3M

n/a

2019

Mar 31, 2020

$12.4M

n/a

2018

Mar 29, 2019

$23.9M

n/a

2017

Mar 31, 2018

$54.7M

n/a

2016

Mar 30, 2017

$117M

n/a

2015

Mar 15, 2016

$147M

n/a

2014

Mar 18, 2015

$191M

n/a

2013

Mar 14, 2014

$177M

n/a

2012

Mar 19, 2013

$219M

n/a

2011

Mar 20, 2012

$273M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.5M

$2.9M

20.0%

$15.1M

-38.5%