AUMdb

Forager Capital Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 158835 · SEC file 801-120794 · Birmingham, AL · WWW.FORAGERCAP.COM
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
$353M
Discretionary
$353M
Clients
2
Avg AUM / client
$176M
Accounts
2
Employees
3

AUM over time

$137M $355M
Mar 15, 2021 Mar 23, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $353M 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $350M combined gross assets

FundTypeDomicileGross assetsOwners
Forager Fund, Lp Hedge Fund Delaware $328M 75
Fcm Homebuilder Llc Private Equity Fund Delaware $22.1M 10

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Edward Urban Kissel Managing Partner Jul 2011 (15y) ≈ 18.75% – 50% via Bad Dog Enterprises, Llc
Robert Symmes Macarthur Managing Partner Jul 2011 (15y) ≈ 18.75% – 50% via Macarthur Llc
Johnathan N Wilhelm Partner And Chief Compliance Officer Jul 2017 (9y) ≈ 18.75% – 50% via Beaumont Capital, Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Macarthur Llc Owner Jan 2020 A 25% – 50%
Bad Dog Enterprises, Llc Owner Jan 2020 A 25% – 50%
Beaumont Capital, Llc Owner Jan 2020 A 25% – 50%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Edward Urban Kissel: 75% – 100% of Bad Dog Enterprises, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
  • Robert Symmes Macarthur: 75% – 100% of Macarthur Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
  • Johnathan N Wilhelm: 75% – 100% of Beaumont Capital, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $350M gross assets)

FundTypeGross assetsMin. investmentOwners
Forager Fund, Lp Hedge Fund $328M $1.0M 75
Fcm Homebuilder Llc Private Equity Fund $22.1M $1.0M 10

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 1.36 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗