# Forest Tree Capital

> Forest Tree Capital is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2025.

- CRD: 325656
- Filed as: FOREST TREE CAPITAL
- Legal name: Forest Tree Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 25, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325656
- AdvisorCensus page: https://advisorcensus.com/firm/forest-tree-capital-325656

## Quick answers

**How is Forest Tree Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Forest Tree Capital reports these compensation arrangements: hourly charges.

**Is Forest Tree Capital registered with the SEC or a state?**
Forest Tree Capital is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325656.

**Does Forest Tree Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325656

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foresttreecapital.com
- Facebook @Forest-Tree-Capital-LLC
- LinkedIn @forest-tree-capital-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forest Tree Capital (CRD 325656): Form ADV filing data as of October 2026.