Forman Capital, Llc
- Regulatory AUM
- $351M
- Discretionary
- $351M
- Clients
- 14
- Avg AUM / client
- $25.0M
- Accounts
- 14
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $351M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $124M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fc Miramar Llc master | Private Equity Fund | Delaware | $38.5M | 3 |
| Fc Parkland Ga 1 Llc master | Private Equity Fund | Delaware | $28.0M | 3 |
| Fc Palmer Lake Llc master | Private Equity Fund | Delaware | $22.9M | 68 |
| Fc Castlewood Llc master | Private Equity Fund | Delaware | $16.4M | 3 |
| Fc Forte Llc master | Private Equity Fund | Delaware | $9.3M | 32 |
| Fc Lifestar Bh Llc master | Private Equity Fund | Delaware | $5.5M | 31 |
| Fc Castlewood Pref Llc master | Private Equity Fund | Delaware | $3.1M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Forman, Brett | Shareholder | Dec 2022 (4y) | ≈ 56.25% – 100% via Bdf Financial Services Inc | |
| Jacobson, Benjamin, C | Partner / Cco | Dec 2022 (4y) | ≈ 18.75% – 50% via Jacobson Capital Group Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bdf Financial Services Inc | Member | Dec 2022 | A | 75% or more |
| Jacobson Capital Group Llc | Member | Dec 2022 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Forman, Brett: 75% – 100% of Bdf Financial Services Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jacobson, Benjamin, C: 75% – 100% of Jacobson Capital Group 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 (7, $124M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fc Miramar Llc | Private Equity Fund | $38.5M | $0 | 3 |
| Fc Parkland Ga 1 Llc | Private Equity Fund | $28.0M | $0 | 3 |
| Fc Palmer Lake Llc | Private Equity Fund | $22.9M | $0 | 68 |
| Fc Castlewood Llc | Private Equity Fund | $16.4M | $0 | 3 |
| Fc Forte Llc | Private Equity Fund | $9.3M | $0 | 32 |
| Fc Lifestar Bh Llc | Private Equity Fund | $5.5M | $0 | 31 |
| Fc Castlewood Pref Llc | Private Equity Fund | $3.1M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 3.78 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
- • Other fees
- • ORIGINATION, SERVICE, EXIT, MODIFICATION, EXTENSION
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗