Forest Hill Capital, LLC is a large advisory firm based in Little Rock. It manages $425.22 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Arkansas.
Forest Hill Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Forest Hill Capital, LLC is $425.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and $13.69 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Forest Hill Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Forest Hill Capital is pooled investment vehicles with 3 clients and $371.66 million of assets under management. Among the 7 most similar advisory firms, Forest Hill Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $371.66 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Forest Hill Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Forest Hill Capital, LLC performs its advisory services is located at 100 Morgan Keegan Drive, Little Rock, AR 72202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 501-663-4491 or by fax 501-663-4490. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at foresthillcap.com.