Forman Capital provides portfolio management for pooled vehicles. The firm advises 14 private funds.
Forman Capital reports 14 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($351M across 14 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $351M | 100.0% | $25M |
| Total | 14 | $351M | 100% | $25M |
- Clients
- 14
- Regulatory AUM
- $351M
- AUM share
- 100.0%
- Avg. per client
- $25M
Total
- Clients
- 14
- Regulatory AUM
- $351M
- AUM share
- 100%
- Avg. per client
- $25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 14
Forman Capital is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
BDF Financial Services Inc owns 75% or more of Forman Capital and is in turn owned by Brett Forman (75% or more). It has 14 employees, 11 of them in advisory roles.
Leadership
- Benjamin JacobsonPartner / CCO
Staff
- 14 employees
- 11 in advisory functions
- Owns 75% or more of Forman Capital, LLC
BDF Financial Services Inc
Control person · since December 2022
- Owns 75% or more of BDF Financial Services Inc
Brett Forman
Control person · since December 2022
- Owns 25% to 50% of Forman Capital, LLC
Jacobson Capital Group LLC
Control person · since December 2022
- Owns 75% or more of Jacobson Capital Group LLC
Benjamin Jacobson
Control person · since December 2022
Forman Capital’s regulatory assets grew 2.8× from $124M (January 2024) to $351M (March 2026); clients were 14 in both filings and employees rose from 8 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $351M | 14 | 14 | 1 |
| Mar 2025March 2025 | $368M | 13 | 11 | 1 |
| Jan 2024January 2024 | $124M | 14 | 8 | 1 |
Besides its headquarters, Forman Capital has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 430 N.e. 5th Ave, Delray BeachHQ
Contact and registration details
- Legal name
- Forman Capital, LLC
- Headquarters
- 430 N.e. 5th Ave, Delray Beach, FL 33483
- Website
- formancap.com
- Phone
- 561-588-0132
- @forman-capital
- SEC file
- 801-129505
- Structure
- Delaware LLC
- Fiscal year end
- December
Forman Capital has custody of $351M for 14 clients.
How many clients does Forman Capital have?
Forman Capital has 14 clients and manages $351 million for them, as of March 2026. They include 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Forman Capital offer?
Forman Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Forman Capital have?
Forman Capital has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Forman Capital?
Forman Capital is owned through holding companies by Benjamin Jacobson and Brett Forman. Its direct owners are BDF Financial Services Inc (75% or more) and Jacobson Capital Group LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Forman Capital get paid?
Forman Capital is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Forman Capital?
Forman Capital’s main office is at 430 N.e. 5th Ave, Delray Beach, FL 33483. Its phone number is 561-588-0132. Its website is formancap.com.