# Forman Capital, LLC

> 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.

- CRD: 329537
- Filed as: FORMAN CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Delray Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329537
- AdvisorCensus page: https://advisorcensus.com/firm/forman-capital-llc-delray-beach-fl-329537

## Quick answers

**How is Forman Capital, LLC compensated?**
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.

**What does Forman Capital, LLC's brochure say about its fees?**
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.

**Where is Forman Capital, LLC located?**
Forman Capital, LLC's principal office is in Delray Beach, FL, according to its Form ADV.

**Is Forman Capital, LLC registered with the SEC or a state?**
Forman Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329537.

**How much does Forman Capital, LLC manage?**
Forman Capital, LLC reports $350,513,798 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Forman Capital, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Forman Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does Forman Capital, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 1% of assets a year

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $350,513,798
- Discretionary: $350,513,798
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $350,513,798 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 11 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- formancap.com
- Instagram @formancapital
- LinkedIn @forman-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $123,720,701 | 8 | January 15, 2024 |
| October 2025 | $368,058,752 | 11 | March 31, 2025 |
| October 2026 | $350,513,798 | 14 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forman Capital, LLC (CRD 329537): Form ADV filing data as of October 2026.