DFX Intelligence
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Reading the graph
advised by FORESTER CAPITAL, L.L.C.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 27, 2024 | $162M | 87 | $1.0M | 600.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 30, 2023 | $193M | 100 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Jul 19, 2022 | $295M | 125 | $1.0M | 500.0% | yes | FORESTER PARTNERS, L.P. |
| May 9, 2022 | $295M | 125 | $1.0M | 500.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 31, 2022 | $295M | 125 | $1.0M | 500.0% | yes | FORESTER PARTNERS, L.P. |
| Feb 22, 2022 | $386M | 132 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 29, 2021 | $386M | 132 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Jul 2, 2020 | $475M | 123 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 27, 2020 | $475M | 123 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Jul 12, 2019 | $680M | 153 | $1.0M | 300.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 28, 2019 | $680M | 153 | $1.0M | 300.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 28, 2018 | $554M | 102 | $1.0M | 400.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 28, 2017 | $681M | 120 | $1.0M | 300.0% | yes | FORESTER PARTNERS, L.P. |
| Oct 5, 2016 | $833M | 126 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 28, 2016 | $833M | 126 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 27, 2015 | $872M | 124 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Mar 28, 2014 | $949M | 128 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Jul 3, 2013 | $804M | 125 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Apr 1, 2013 | $804M | 125 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Feb 13, 2012 | $763M | 133 | $1.0M | 200.0% | yes | FORESTER PARTNERS, L.P. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY | STATE STREET BANK & TRUST COMPANY | Boston | Massachusetts | United States | no | n/a |