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Reading the graph
CRD 160806
STAMFORD, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FORESTER DIVERSIFIED, L.P. | Hedge Fund | $707M | Jul 2, 2020 | 93 | Mar 28, 2019 | dropped | 021-335784 |
| FORESTER DIVERSIFIED, LTD. | Hedge Fund | $345M | Mar 27, 2024 | 55 | Feb 13, 2012 | reported | 021-98975 |
| FORESTER DIVERSIFIED FUND, L.P. | Hedge Fund | $287M | Mar 27, 2024 | 102 | Feb 13, 2012 | reported | 021-60530 |
| FORESTER STRATEGIC OPPORTUNITIES, L.P. | Hedge Fund | $239M | Mar 27, 2024 | 127 | Mar 28, 2019 | reported | 021-308476 |
| FORESTER STRATEGIC OPPORTUNITIES, LTD. | Hedge Fund | $175M | Mar 27, 2024 | 35 | Mar 28, 2019 | reported | 021-308481 |
| FORESTER STRATEGIC OPPORTUNITIES II, L.P. | Hedge Fund | $167M | Mar 27, 2024 | 128 | Mar 31, 2022 | reported | 021-406150 |
| FORESTER PARTNERS, L.P. | Hedge Fund | $162M | Mar 27, 2024 | 87 | Feb 13, 2012 | reported | 021-83377 |
| FORESTER OPPORTUNITIES, LTD. | Hedge Fund | $152M | Jul 2, 2020 | 24 | Apr 1, 2013 | dropped | 021-185508 |
| FORESTER STRATEGIC OPPORTUNITIES II, LTD. | Hedge Fund | $99.0M | Mar 27, 2024 | 32 | Mar 31, 2022 | reported | 021-406156 |
| FC STRATEGIC HOLDINGS, LTD. | Hedge Fund | $95.1M | Mar 27, 2024 | 1 | Mar 28, 2019 | reported | 021-325058 |
| FORESTER PARTNERS, LTD. | Hedge Fund | $90.6M | Jul 12, 2019 | 10 | Apr 1, 2013 | dropped | 021-185507 |
| FORESTER OFFSHORE, LTD. | Hedge Fund | $76.8M | Mar 27, 2024 | 23 | Feb 13, 2012 | reported | 021-69283 |
| FORESTER HEDGE SEPARATE ACCOUNT, LTD. | Hedge Fund | $39.7M | Jul 3, 2013 | 7 | Feb 13, 2012 | dropped | 021-169799 |
| ARARAT STRATEGIC PARTNERSHIP, LTD. | Hedge Fund | $30.6M | Jul 12, 2019 | 3 | Mar 28, 2019 | dropped | 021-303675 |
| FORESTER CO-INVESTMENT, L.P. | Hedge Fund | $9.7M | Mar 27, 2024 | 23 | Mar 31, 2022 | reported | 021-413111 |
| FORESTER PARTNERS II, L.P. | Hedge Fund | $6.0M | Mar 30, 2023 | 0 | Feb 13, 2012 | reported | 021-115858 |
| RAILROAD RANCH STRATEGIC PARTNERSHIP, LTD. | Hedge Fund | $4.5M | Jul 12, 2019 | 1 | Mar 28, 2019 | dropped | 021-303676 |
| FORESTER HEDGE, L.P. | Hedge Fund | $0 | Oct 5, 2016 | 0 | Feb 13, 2012 | dropped | 021-167307 |
| FORESTER HEDGE, LTD. | Hedge Fund | $0 | Oct 5, 2016 | 0 | Feb 13, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CARMICHAEL, TRENT, ANDREW | MANAGING MEMBER | E | yes | 09/1999 | Feb 13, 2012 | Mar 27, 2024 |
| DALY, MICHAEL, J | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 03/2004 | Feb 13, 2012 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FORESTER PERFORMANCE, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.1B | $775M | 8 | 2 | 0 | 12 | n/a |
| 2024 | Mar 31, 2025 | $1.0B | $765M | 8 | 2 | 0 | 10 | n/a |
| 2023 | Mar 27, 2024 | $1.1B | $875M | 8 | 2 | 0 | 10 | $1.7B |
| 2022 | Mar 30, 2023 | $1.2B | $1.0B | 13 | 3 | 0 | 11 | $1.8B |
| 2021 | Mar 31, 2022 | $1.6B | $1.3B | 19 | 5 | 0 | 11 | $2.4B |
| 2020 | Mar 29, 2021 | $1.8B | $1.5B | 15 | 2 | 0 | 8 | $2.7B |
| 2019 | Mar 27, 2020 | $1.9B | $1.7B | 15 | 4 | 0 | 10 | $3.0B |
| 2018 | Mar 28, 2019 | $2.1B | $2.0B | 21 | 6 | 0 | 13 | $3.6B |
| 2017 | Mar 28, 2018 | $2.7B | $2.7B | 20 | 5 | 0 | 7 | $2.9B |
| 2016 | Mar 28, 2017 | $3.3B | $3.3B | 28 | 6 | n/a | 7 | $3.5B |
| 2015 | Mar 28, 2016 | $3.8B | $3.8B | 29 | 6 | n/a | 9 | $4.0B |
| 2014 | Mar 27, 2015 | $4.1B | $4.1B | 26 | 7 | n/a | 9 | $4.4B |
| 2013 | Mar 28, 2014 | $4.2B | $4.2B | 26 | 7 | n/a | 9 | $4.5B |
| 2012 | Apr 1, 2013 | $3.7B | $3.7B | 29 | 7 | n/a | 10 | $3.9B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $1.0B | 4.2% | $1.2B | -4.9% | 8 | 8 | 0 | 0 |