Shareholder · Forman Capital, LLC
Brett Forman
CRD 7854778 · Named on Form ADV at one SEC-registered adviser
At a glance
Forman Capital, LLC, an SEC-registered private fund adviser based in Delray Beach, FL with $351 million in regulatory assets, lists Brett Forman on its Form ADV as Shareholder, a control person.
Firms and roles
- Forman Capital, LLCShareholderPrivate fund adviser · Delray Beach, FL · $351M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Benjamin C JacobsonPartner / CCO, Forman Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.