{
  "crd_number": 329537,
  "slug": "forman-capital-llc-delray-beach-fl-329537",
  "primary_business_name": "FORMAN CAPITAL, LLC",
  "legal_name": "FORMAN CAPITAL, LLC",
  "dbas": [],
  "city": "Delray Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-14",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 350513798.0,
  "raum_discretionary": 350513798.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 350513798.0,
      "count": 14
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://formancap.com",
    "https://instagram.com/formancapital",
    "https://linkedin.com/company/forman-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329537",
  "city_as_filed": "DELRAY BEACH",
  "url": "https://advisorcensus.com/firm/forman-capital-llc-delray-beach-fl-329537",
  "display_name": "Forman Capital, LLC",
  "summary": "Forman Capital, LLC is an SEC-registered investment advisory firm in Delray Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Forman Capital, LLC (CRD 329537): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Forman Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Forman Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "What does Forman Capital, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Forman Capital, LLC located?",
      "a": "Forman Capital, LLC's principal office is in Delray Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Forman Capital, LLC registered with the SEC or a state?",
      "a": "Forman Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329537."
    },
    {
      "q": "How much does Forman Capital, LLC manage?",
      "a": "Forman Capital, LLC reports $350,513,798 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Forman Capital, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Forman Capital, LLC: Regulatory assets under management: $123,720,701 in the October 2024 data and $350,513,798 in the October 2026 data, up 183%. Total employees: 8 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Forman Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14)."
    },
    {
      "q": "Does Forman Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329537"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123720701.0,
      "total_employees": 8,
      "filing_date": "2024-01-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 368058752.0,
      "total_employees": 11,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 350513798.0,
      "total_employees": 14,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Except as otherwise set forth in the applicable Governing Documents, Forman Capital expects to receive an annual management fee (the “ Management Fee”) of 1% from each Private Vehicle"
        ]
      }
    ],
    "quotes": [
      "Except as otherwise set forth in the applicable Governing Documents, Forman Capital expects to receive an annual management fee (the “ Management Fee”) of 1% from each Private Vehicle"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/forman-capital-llc-delray-beach-fl-329537.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 350513798.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329537",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}