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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

FORMAN CAPITAL, LLC

CRD 329537

DELRAY BEACH, FL

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:7c053900-fdf6-8a88-dc00-d11e39871d4e

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 2
Observed: Jan 15, 2024 to Mar 25, 2026
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Forman Capital, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Forman Capital, LLC

Capital provider to sponsors · shared crd

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: $351MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $351M
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: 14
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 14
Private funds: 14Schedule D 7.B(1)
Custody, client assets: $351M
SEC number: 801-129505
CRD: 329537
Filings on the tape: 3
First filed: Jan 15, 2024
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: formancap.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FC MIRAMAR LLC	Private Equity Fund	$38.5M	Jan 15, 2024	3	Jan 15, 2024	reported	021-499006
FC PARKLAND GA 1 LLC	Private Equity Fund	$28.0M	Jan 15, 2024	3	Jan 15, 2024	reported	021-491648
FC PALMER LAKE LLC	Private Equity Fund	$22.9M	Jan 15, 2024	68	Jan 15, 2024	reported	021-484091
FC CASTLEWOOD LLC	Private Equity Fund	$16.4M	Jan 15, 2024	3	Jan 15, 2024	reported	021-491686
FC FORTE LLC	Private Equity Fund	$9.3M	Jan 15, 2024	32	Jan 15, 2024	reported	021-491676
FC LIFESTAR BH LLC	Private Equity Fund	$5.5M	Jan 15, 2024	31	Jan 15, 2024	reported	021-491808
FC CASTLEWOOD PREF LLC	Private Equity Fund	$3.1M	Jan 15, 2024	3	Jan 15, 2024	reported	021-491667

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
BDF FINANCIAL SERVICES INC	Member	E	yes	12/2022	Jan 15, 2024	Jan 15, 2024
Forman, Brett	Shareholder	E	yes	12/2022	Jan 15, 2024	Jan 15, 2024
JACOBSON CAPITAL GROUP LLC	Member	C	yes	12/2022	Jan 15, 2024	Jan 15, 2024
JACOBSON, BENJAMIN, C	Member	E	yes	12/2022	Jan 15, 2024	Jan 15, 2024
JACOBSON, BENJAMIN, C	PARTNER / CCO	Na	yes	01/2023	Jan 15, 2024	Jan 15, 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
FORMAN CARRY CO., LLC	n/a	n/a	n/a	N	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 25, 2026	$351M	$351M	14	11	0	14	n/a
2024	Mar 31, 2025	$368M	$368M	11	11	0	13	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	$351M	$368M	-4.8%	n/a	n/a	14	11	0	0

Relationships

Advises (7)

→ FC PALMER LAKE LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC CASTLEWOOD LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC LIFESTAR BH LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC CASTLEWOOD PREF LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC FORTE LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC MIRAMAR LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV
→ FC PARKLAND GA 1 LLCPrivate fundPrivate Equity Fund, IA
Jan 15, 2024 to presentfactForm ADV

Controls (4)

← JACOBSON, BENJAMIN, COwnerMEMBER, ownership code E, individual
Jan 15, 2024 to Jan 15, 2024factForm ADV
← Forman, BrettOwnerSHAREHOLDER, ownership code E, individual
Jan 15, 2024 to Jan 15, 2024factForm ADV
← BDF FINANCIAL SERVICES INCOwnerMEMBER, ownership code E, domestic entity
Jan 15, 2024 to Jan 15, 2024factForm ADV
← JACOBSON CAPITAL GROUP LLCOwnerMEMBER, ownership code C, domestic entity
Jan 15, 2024 to Jan 15, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Forman Capital, Llc reported RAUM $368.1M, up 197% from $123.7M (2024-01-15 to 2025-03-31)
Form ADVobserved 6 days ago
$244M
Occurred
Jan 15, 2024
First Form ADV filing
Forman Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c053900-fdf6-8a88-dc00-d11e39871d4e
First observed: Jan 15, 2024
Last observed: Mar 25, 2026 6 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.

FORMAN CAPITAL, LLC

CRD 329537

DELRAY BEACH, FL

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:7c053900-fdf6-8a88-dc00-d11e39871d4e

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FC MIRAMAR LLC

Private Equity Fund

$38.5M

Jan 15, 2024

reported

021-499006

FC PARKLAND GA 1 LLC

Private Equity Fund

$28.0M

Jan 15, 2024

reported

021-491648

FC PALMER LAKE LLC

Private Equity Fund

$22.9M

Jan 15, 2024

reported

021-484091

FC CASTLEWOOD LLC

Private Equity Fund

$16.4M

Jan 15, 2024

reported

021-491686

FC FORTE LLC

Private Equity Fund

$9.3M

Jan 15, 2024

reported

021-491676

FC LIFESTAR BH LLC

Private Equity Fund

$5.5M

Jan 15, 2024

reported

021-491808

FC CASTLEWOOD PREF LLC

Private Equity Fund

$3.1M

Jan 15, 2024

reported

021-491667

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BDF FINANCIAL SERVICES INC

Member

yes

12/2022

Jan 15, 2024

Forman, Brett

Shareholder

yes

12/2022

Jan 15, 2024

JACOBSON CAPITAL GROUP LLC

Member

yes

12/2022

Jan 15, 2024

JACOBSON, BENJAMIN, C

Member

yes

12/2022

Jan 15, 2024

JACOBSON, BENJAMIN, C

PARTNER / CCO

yes

01/2023

Jan 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FORMAN CARRY CO., LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$351M

n/a

2024

Mar 31, 2025

$368M

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

$351M

$368M

-4.8%

n/a