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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FOREST HILL CAPITAL, LLC

CRD 129667

LITTLE ROCK, AR

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:c2a4d140-dc27-8b25-2e30-f257fbfe5e16

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Apr 3, 2026
25 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: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.27 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $249MItem 5.F on the latest filing (2026-04-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $249M
Private client RAUM: $182MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5
High net worth clients: 4
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $66.6M
SEC number: 801-62567
CRD: 129667
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Apr 3, 2026
Organised: Limited Liability Company, DE
Website: foresthillcap.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
FOREST HILL STRATEGIC VALUE FUND, L.P.	Hedge Fund	$156M	Mar 30, 2024	24	Mar 30, 2012	reported	021-206265
FOREST HILL SELECT FUND, L.P.	Hedge Fund	$68.9M	Mar 30, 2024	29	Mar 30, 2012	reported	021-42671
FOREST HILL PARTNERS, L.P.	Hedge Fund	$812,732	Mar 31, 2014	30	Mar 30, 2012	dropped	021-42672

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
COON, TIMOTHY, ALAN	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2008	Mar 30, 2012	Mar 30, 2024
LEE, MARK, ALLEN	MANAGING MEMBER AND PRESIDENT	E	yes	01/2000	Mar 30, 2012	Mar 30, 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
FOREST HILL STRATEGIC VALUE ADVISERS, LLC	n/a	Former SEC adviser	$120M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Collierville	Tn	United States	1	no

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 3, 2026	$249M	$249M	4	4	1	1	n/a
2024	Mar 28, 2025	$147M	$147M	4	4	1	1	n/a
2023	Mar 29, 2024	$258M	$258M	4	4	1	2	$225M
2022	Mar 30, 2023	$297M	$297M	4	4	0	2	$225M
2021	Mar 30, 2022	$417M	$417M	4	4	0	2	$342M
2020	Mar 23, 2021	$362M	$362M	4	4	0	2	$304M
2019	Mar 27, 2020	$372M	$372M	4	4	0	2	$310M
2018	Mar 29, 2019	$425M	$425M	5	4	0	2	$372M
2017	Mar 27, 2018	$419M	$419M	5	4	0	2	$364M
2016	Mar 31, 2017	$395M	$395M	5	4	n/a	2	$342M
2015	Mar 18, 2016	$970M	$970M	5	4	n/a	2	$218M
2014	Mar 30, 2015	$1.1B	$1.1B	5	1	n/a	2	$211M
2013	Mar 31, 2014	$1.0B	$1.0B	5	1	n/a	3	$196M
2012	Mar 28, 2013	$700M	$700M	5	1	n/a	3	$56.8M
2011	Mar 30, 2012	$533M	$533M	n/a	n/a	n/a	3	$58.6M

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	$249M	$147M	69.6%	$297M	-5.7%	4	4	1	1

Relationships

Affiliated with (2)

→ FOREST HILL STRATEGIC VALUE ADVISERS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← FOREST HILL STRATEGIC VALUE ADVISERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Advises (3)

→ FOREST HILL STRATEGIC VALUE FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ FOREST HILL SELECT FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ FOREST HILL PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2014factForm ADV

Controls (2)

← LEE, MARK, ALLENOwnerMANAGING MEMBER AND PRESIDENT, ownership code E, individual
Mar 30, 2012 to Mar 30, 2024factForm ADV
← COON, TIMOTHY, ALANOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Forest Hill Capital, Llc reported RAUM $248.8M, up 70% from $146.7M (2025-03-28 to 2026-03-31)
Form ADVobserved 6 days ago
$102M
Occurred
Mar 28, 2025
Regulatory AUM changed
Forest Hill Capital, Llc reported RAUM $146.7M, down 43% from $258.2M (2024-03-30 to 2025-03-28)
Form ADVobserved 6 days ago
$-112M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2a4d140-dc27-8b25-2e30-f257fbfe5e16
First observed: Mar 30, 2012
Last observed: Apr 3, 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.

FOREST HILL CAPITAL, LLC

CRD 129667

LITTLE ROCK, AR

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:c2a4d140-dc27-8b25-2e30-f257fbfe5e16

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FOREST HILL STRATEGIC VALUE FUND, L.P.

Hedge Fund

$156M

Mar 30, 2024

Mar 30, 2012

reported

021-206265

FOREST HILL SELECT FUND, L.P.

Hedge Fund

$68.9M

Mar 30, 2024

Mar 30, 2012

reported

021-42671

FOREST HILL PARTNERS, L.P.

Hedge Fund

$812,732

Mar 31, 2014

Mar 30, 2012

dropped

021-42672

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COON, TIMOTHY, ALAN

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2008

Mar 30, 2012

Mar 30, 2024

LEE, MARK, ALLEN

MANAGING MEMBER AND PRESIDENT

yes

01/2000

Mar 30, 2012

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOREST HILL STRATEGIC VALUE ADVISERS, LLC

n/a

Former SEC adviser

$120M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Collierville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 3, 2026

$249M

n/a

2024

Mar 28, 2025

$147M

n/a

2023

Mar 29, 2024

$258M

$225M

2022

Mar 30, 2023

$297M

$225M

2021

Mar 30, 2022

$417M

$342M

2020

Mar 23, 2021

$362M

$304M

2019

Mar 27, 2020

$372M

$310M

2018

Mar 29, 2019

$425M

$372M

2017

Mar 27, 2018

$419M

$364M

2016

Mar 31, 2017

$395M

n/a

$342M

2015

Mar 18, 2016

$970M

n/a

$218M

2014

Mar 30, 2015

$1.1B

n/a

$211M

2013

Mar 31, 2014

$1.0B

n/a

$196M

2012

Mar 28, 2013

$700M

n/a

$56.8M

2011

Mar 30, 2012

$533M

n/a

$58.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$249M

$147M

69.6%

$297M

-5.7%