PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:57 AM ET

Sponsor Check › Sponsor group

Forester

24 issuers linked to one sponsor · GRAND CAYMAN, Cayman Islands (as filed: E9)

Grouped because: 6 shared people, 3 shared management entities, same business address (3 issuers), similar issuer names (22) · 9 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) ·Not the same sponsor? Request a correction

24issuers
158Form D filings
$5,045,764,746total sold (sum of latest per issuer)
1,197investors (sum of max per issuer)
2009–2026active
1new offering, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

1 of 28 offerings reports sales commissions totalling $910,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 6, 2026 D/A
File 021-69283
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
Old City Securities LLC BrokerCheck CRD 000171910 ↗
EDGAR ↗Oct 6, 2026 D/A
File 021-83377
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
Old City Securities LLC BrokerCheck CRD 000171910 ↗
EDGAR ↗Oct 6, 2026 D/A
File 021-325058
$0 (est.)$0 (est.)$0 (est.)None listed on this filing
EDGAR ↗Oct 6, 2026 D/A
File 021-413111
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Sep 14, 2026 D/A
File 021-540838
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Sep 14, 2026 D/A
File 021-542048
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors are paid customary directors' fees.
None listed on this filing
EDGAR ↗May 18, 2026 D
File 021-584382
$0$0$0 (est.)
The investment manager is entitled to receive a quarterly management fee equal to a specified percentage of assets under management.
None listed on this filing
EDGAR ↗Aug 1, 2025 D/A
File 021-98975
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filing
EDGAR ↗Aug 1, 2025 D/A
File 021-60530
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Jun 24, 2025 D
File 021-549666
$0$0$0 (est.)
The investment manager is entitled to receive a quarterly management fee equal to a specified percentage of assets under management.
None listed on this filing
EDGAR ↗May 21, 2024 D
File 021-513870
$0$0$0 (est.)
The investment manager is entitled to receive a quarterly management fee equal to a specified percentage of assets under management.
None listed on this filing
EDGAR ↗Mar 7, 2024 D
File 021-506898
$910,000 (est.)$0$0CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗
CAMPBELL LUTYENS & CO. LTD no CRD number reported
CAMPBELL LUTYENS ASIA PACIFIC LTD no CRD number reported
CAMPBELL LUTYENS (SINGAPORE) PTE. LTD no CRD number reported
CAMPBELL LUTYENS SA no CRD number reported
EDGAR ↗May 26, 2023 D
File 021-482775
$0$0$0 (est.)
The invesment manager is entitled to receive a quarterly management fee equal to a specified percentage of assets under management.
None listed on this filing
EDGAR ↗Nov 23, 2022 D/A
File 021-394322
$0$0$0 (est.)
The invesment manager is entitled to receive a quarterly management fee equal to a specified percentage of assets under management.
None listed on this filing
EDGAR ↗Aug 5, 2022 D/A
File 021-406150
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Aug 5, 2022 D/A
File 021-406156
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors are paid customary directors' fees.
None listed on this filing
EDGAR ↗Aug 10, 2020 D/A
File 021-185508
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filing
EDGAR ↗Aug 10, 2020 D/A
File 021-335784
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Aug 7, 2019 D/A
File 021-115858
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filing
EDGAR ↗Aug 7, 2019 D/A
File 021-185507
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filing
EDGAR ↗Aug 7, 2019 D/A
File 021-308476
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
Brooklands Capital Strategies BD, LP BrokerCheck CRD 281951 ↗
EDGAR ↗Aug 7, 2019 D/A
File 021-308481
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
Brooklands Capital Strategies BD, LP BrokerCheck CRD 281951 ↗
EDGAR ↗Jan 19, 2018 D
File 021-303675
$0 (est.)$0 (est.)$0 (est.)None listed on this filing
EDGAR ↗Jan 19, 2018 D
File 021-303676
$0 (est.)$0 (est.)$0 (est.)None listed on this filing
EDGAR ↗Dec 14, 2017 D
File 021-300795
$0 (est.)$0 (est.)$0 (est.)None listed on this filing
EDGAR ↗Dec 14, 2017 D
File 021-300799
$0 (est.)$0 (est.)$0 (est.)None listed on this filing
EDGAR ↗Mar 27, 2015 D/A
File 021-167307
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 12, 2012 D/A
File 021-169799
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 24 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Forester in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:57 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗Forester Offshore, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund19$1,020,779,612
offering Indefinite · similar: $155,000–$5,250,000
184
similar: 4–27
$50,000
similar: $1,000–$100,000
2009–2026
EDGAR ↗Forester Diversified, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund18$1,665,718,507
offering Indefinite · similar: $155,000–$5,250,000
241
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2025
EDGAR ↗Forester Partners, L.P.shared people, shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund19$948,768,918
offering Indefinite · similar: $155,000–$5,250,000
245
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗Forester Diversified Fund, L.P.shared people, shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund19$555,330,554
offering Indefinite · similar: $155,000–$5,250,000
182
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2025
EDGAR ↗Forester Partners II, L.P.shared people, shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund12$93,178,322
offering Indefinite · similar: $155,000–$5,250,000
66
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2019
EDGAR ↗FORESTER HEDGE, L.P.shared people, shared management entity, same business address, similar issuer namesGREENWICH, CTPooled Investment Fund4$65,183,548
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$2,000,000
similar: $1,000–$100,000
2011–2015
EDGAR ↗FORESTER HEDGE SEPARATE ACCOUNT, LTD.shared people, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund2$28,840,5272$1,000,0002011–2012
EDGAR ↗Forester Partners, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund9$145,633,134
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$100,000
similar: $1,000–$100,000
2012–2019
EDGAR ↗Forester Opportunities, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund9$200,485,411
offering Indefinite · similar: $155,000–$5,250,000
30
similar: 4–27
$100,000
similar: $1,000–$100,000
2012–2020
EDGAR ↗Ararat Strategic Partnership, L.P.shared management entity, same business address, similar issuer namesGREENWICH, CTPooled Investment Fund1$9,350,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗Railroad Ranch Strategic Partnership, L.P.shared management entity, same business address, similar issuer namesGREENWICH, CTPooled Investment Fund1$9,350,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗Ararat Strategic Partnership, Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗Railroad Ranch Strategic Partnership, Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗Forester Strategic Opportunities, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$35,527,561
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2019
EDGAR ↗Forester Strategic Opportunities, L.P.shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund3$57,045,401
offering Indefinite · similar: $155,000–$5,250,000
63
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗FC Strategic Holdings, Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund9$79,466,819
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗Forester Diversified, L.P.shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund3$8,010,000
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗Polo Edge Fundshared people, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund8$14,620,727
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗Forester Strategic Opportunities II, L.P.shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund3$80,088,025
offering Indefinite · similar: $155,000–$5,250,000
88
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗Forester Strategic Opportunities II, Ltd.shared people, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$22,720,742
offering Indefinite · similar: $155,000–$5,250,000
18
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2022
EDGAR ↗Forester Co-investment, L.P.shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund6$11,733,400
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2026
EDGAR ↗MLC Private Equity Partners, LPshared people, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗FORESTER REVENUE PARTICIPATION, L.P.shared management entity, similar issuer namesSTAMFORD, CTPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗FORESTER REVENUE PARTICIPATION, LTD.shared people, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund2$47,198,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2025–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 6, 2026Forester Co-investment, L.P.D/APooled Investment FundIndefinite$11,733,400
EDGAR ↗Oct 6, 2026Forester Partners, L.P.D/APooled Investment FundIndefinite$948,768,918
EDGAR ↗Oct 6, 2026FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$79,466,819
EDGAR ↗Oct 6, 2026Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,020,779,612
EDGAR ↗Sep 14, 2026FORESTER REVENUE PARTICIPATION, LTD.D/APooled Investment FundIndefinite$47,198,000
EDGAR ↗Sep 14, 2026FORESTER REVENUE PARTICIPATION, L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗May 18, 2026Polo Edge FundDPooled Investment FundIndefinite$14,620,727
EDGAR ↗Sep 12, 2025Forester Co-investment, L.P.D/APooled Investment FundIndefinite$11,733,400
EDGAR ↗Aug 1, 2025FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$79,466,819
EDGAR ↗Aug 1, 2025Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,010,779,612
EDGAR ↗Aug 1, 2025Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$555,330,554
EDGAR ↗Aug 1, 2025Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,602,454,045
EDGAR ↗Aug 1, 2025Forester Partners, L.P.D/APooled Investment FundIndefinite$948,768,918
EDGAR ↗Jun 24, 2025Polo Edge FundDPooled Investment FundIndefinite$14,620,727
EDGAR ↗Mar 25, 2025FORESTER REVENUE PARTICIPATION, LTD.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 13, 2025FORESTER REVENUE PARTICIPATION, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 13, 2024Forester Co-investment, L.P.D/APooled Investment FundIndefinite$11,733,400
EDGAR ↗Aug 2, 2024FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$79,466,819
EDGAR ↗Aug 2, 2024Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,010,779,612
EDGAR ↗Aug 2, 2024Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$508,330,554
EDGAR ↗Aug 2, 2024Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,602,454,045
EDGAR ↗Aug 2, 2024Forester Partners, L.P.D/APooled Investment FundIndefinite$948,768,918
EDGAR ↗May 21, 2024Polo Edge FundDPooled Investment FundIndefinite$14,620,727
EDGAR ↗Mar 7, 2024MLC Private Equity Partners, LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 13, 2023Forester Co-investment, L.P.D/APooled Investment FundIndefinite$11,733,400
EDGAR ↗Aug 4, 2023FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$79,466,819
EDGAR ↗Aug 4, 2023Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,602,454,045
EDGAR ↗Aug 4, 2023Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,010,779,612
EDGAR ↗Aug 4, 2023Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$508,330,554
EDGAR ↗Aug 4, 2023Forester Partners, L.P.D/APooled Investment FundIndefinite$948,768,918
EDGAR ↗May 26, 2023Polo Edge FundDPooled Investment FundIndefinite$14,608,419
EDGAR ↗Nov 23, 2022Polo Edge FundD/APooled Investment FundIndefinite$14,608,419
EDGAR ↗Sep 13, 2022Forester Co-investment, L.P.D/APooled Investment FundIndefinite$11,733,400
EDGAR ↗Aug 5, 2022Forester Strategic Opportunities II, Ltd.D/APooled Investment FundIndefinite$22,720,742
EDGAR ↗Aug 5, 2022Forester Strategic Opportunities II, L.P.D/APooled Investment FundIndefinite$80,088,025
EDGAR ↗Aug 5, 2022FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$64,466,819
EDGAR ↗Aug 5, 2022Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,602,429,045
EDGAR ↗Aug 5, 2022Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,010,754,612
EDGAR ↗Aug 5, 2022Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$508,030,554
EDGAR ↗Aug 5, 2022Forester Partners, L.P.D/APooled Investment FundIndefinite$948,768,918
EDGAR ↗Jun 7, 2022Polo Edge FundD/APooled Investment FundIndefinite$8,350,000
EDGAR ↗Jun 3, 2022Polo Edge FundD/APooled Investment FundIndefinite$8,350,000
EDGAR ↗Sep 13, 2021Forester Co-investment, L.P.DPooled Investment FundIndefinite$2,179,600
EDGAR ↗Aug 6, 2021FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$45,466,819
EDGAR ↗Aug 6, 2021Forester Strategic Opportunities II, Ltd.D/APooled Investment FundIndefinite$18,565,076
EDGAR ↗Aug 6, 2021Forester Strategic Opportunities II, L.P.D/APooled Investment FundIndefinite$65,998,025
EDGAR ↗Aug 6, 2021Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,009,879,612
EDGAR ↗Aug 6, 2021Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$506,517,406
EDGAR ↗Aug 6, 2021Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,602,179,045
EDGAR ↗Aug 6, 2021Forester Partners, L.P.D/APooled Investment FundIndefinite$941,268,918
EDGAR ↗Jul 14, 2021Forester Strategic Opportunities II, Ltd.DPooled Investment FundIndefinite$18,565,076
EDGAR ↗Jul 14, 2021Forester Strategic Opportunities II, L.P.DPooled Investment FundIndefinite$65,998,025
EDGAR ↗Apr 1, 2021Polo Edge FundDPooled Investment FundIndefinite$8,350,000
EDGAR ↗Mar 26, 2021Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$502,392,406
EDGAR ↗Aug 10, 2020FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$34,466,819
EDGAR ↗Aug 10, 2020Forester Diversified, L.P.D/APooled Investment FundIndefinite$8,010,000
EDGAR ↗Aug 10, 2020Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,601,829,045
EDGAR ↗Aug 10, 2020Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,004,229,612
EDGAR ↗Aug 10, 2020Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$502,392,406
EDGAR ↗Aug 10, 2020Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$200,485,411
EDGAR ↗Aug 10, 2020Forester Partners, L.P.D/APooled Investment FundIndefinite$935,333,918
EDGAR ↗Aug 7, 2019FC Strategic Holdings, Ltd.D/APooled Investment FundIndefinite$12,500,000
EDGAR ↗Aug 7, 2019Forester Strategic Opportunities, Ltd.D/APooled Investment FundIndefinite$35,527,561
EDGAR ↗Aug 7, 2019Forester Strategic Opportunities, L.P.D/APooled Investment FundIndefinite$57,045,401
EDGAR ↗Aug 7, 2019Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,633,134
EDGAR ↗Aug 7, 2019Forester Partners, L.P.D/APooled Investment FundIndefinite$924,430,912
EDGAR ↗Aug 7, 2019Forester Partners II, L.P.D/APooled Investment FundIndefinite$93,178,322
EDGAR ↗Aug 7, 2019Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$496,855,743
EDGAR ↗Aug 7, 2019Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$196,362,560
EDGAR ↗Aug 7, 2019Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,002,575,605
EDGAR ↗Aug 7, 2019Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,599,327,431
EDGAR ↗Aug 7, 2019Forester Diversified, L.P.D/APooled Investment FundIndefinite$1,310,000
EDGAR ↗Mar 27, 2019Forester Diversified, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 25, 2019Forester Strategic Opportunities, Ltd.D/APooled Investment FundIndefinite$35,277,561
EDGAR ↗Mar 25, 2019Forester Strategic Opportunities, L.P.D/APooled Investment FundIndefinite$54,945,401
EDGAR ↗Mar 25, 2019Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$194,659,803
EDGAR ↗Mar 25, 2019Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,633,134
EDGAR ↗Mar 25, 2019Forester Partners II, L.P.D/APooled Investment FundIndefinite$93,178,322
EDGAR ↗Mar 25, 2019Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,599,145,705
EDGAR ↗Mar 25, 2019Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,002,575,605
EDGAR ↗Mar 25, 2019Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$496,855,743
EDGAR ↗Mar 25, 2019Forester Partners, L.P.D/APooled Investment FundIndefinite$924,430,912
EDGAR ↗Nov 5, 2018FC Strategic Holdings, Ltd.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Mar 23, 2018Forester Strategic Opportunities, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 23, 2018Forester Strategic Opportunities, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 23, 2018Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$190,639,803
EDGAR ↗Mar 23, 2018Forester Offshore, Ltd.D/APooled Investment FundIndefinite$1,002,575,605
EDGAR ↗Mar 23, 2018Forester Partners II, L.P.D/APooled Investment FundIndefinite$90,963,825
EDGAR ↗Mar 23, 2018Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$488,566,246
EDGAR ↗Mar 23, 2018Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,562,670,705
EDGAR ↗Mar 23, 2018Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,633,134
EDGAR ↗Mar 23, 2018Forester Partners, L.P.D/APooled Investment FundIndefinite$913,529,412
EDGAR ↗Jan 19, 2018Railroad Ranch Strategic Partnership, Ltd.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Jan 19, 2018Ararat Strategic Partnership, Ltd.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Dec 14, 2017Railroad Ranch Strategic Partnership, L.P.DPooled Investment FundIndefinite$9,350,000
EDGAR ↗Dec 14, 2017Ararat Strategic Partnership, L.P.DPooled Investment FundIndefinite$9,350,000
EDGAR ↗Mar 24, 2017Forester Partners II, L.P.D/APooled Investment FundIndefinite$90,243,825
EDGAR ↗Mar 24, 2017Forester Partners, L.P.D/APooled Investment FundIndefinite$912,827,612
EDGAR ↗Mar 24, 2017Forester Offshore, Ltd.D/APooled Investment FundIndefinite$998,575,605
EDGAR ↗Mar 24, 2017Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,542,290,705
EDGAR ↗Mar 24, 2017Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,133,134
EDGAR ↗Mar 24, 2017Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$141,898,318
EDGAR ↗Mar 24, 2017Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$487,496,246
EDGAR ↗Mar 24, 2016Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$477,796,246
EDGAR ↗Mar 24, 2016Forester Partners II, L.P.D/APooled Investment FundIndefinite$88,443,825
EDGAR ↗Mar 24, 2016Forester Partners, L.P.D/APooled Investment FundIndefinite$907,362,325
EDGAR ↗Mar 24, 2016Forester Offshore, Ltd.D/APooled Investment FundIndefinite$996,025,605
EDGAR ↗Mar 24, 2016Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,527,290,705
EDGAR ↗Mar 24, 2016Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$10,293,678
EDGAR ↗Mar 24, 2016Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,133,134
EDGAR ↗Mar 27, 2015Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$10,293,678
EDGAR ↗Mar 27, 2015Forester Partners, L.P.D/APooled Investment FundIndefinite$872,565,076
EDGAR ↗Mar 27, 2015Forester Partners, Ltd.D/APooled Investment FundIndefinite$145,133,134
EDGAR ↗Mar 27, 2015Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,467,190,705
EDGAR ↗Mar 27, 2015FORESTER HEDGE, L.P.D/APooled Investment FundIndefinite$65,183,548
EDGAR ↗Mar 27, 2015Forester Partners II, L.P.D/APooled Investment FundIndefinite$81,860,934
EDGAR ↗Mar 27, 2015Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$469,710,955
EDGAR ↗Mar 27, 2015Forester Offshore, Ltd.D/APooled Investment FundIndefinite$982,934,011
EDGAR ↗Mar 28, 2014Forester Opportunities, Ltd.D/APooled Investment FundIndefinite$5,293,678
EDGAR ↗Mar 28, 2014Forester Partners, Ltd.D/APooled Investment FundIndefinite$143,698,474
EDGAR ↗Mar 28, 2014Forester Partners, L.P.D/APooled Investment FundIndefinite$865,915,076
EDGAR ↗Mar 28, 2014Forester Partners II, L.P.D/APooled Investment FundIndefinite$79,313,098
EDGAR ↗Mar 28, 2014Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$454,722,851
EDGAR ↗Mar 28, 2014Forester Offshore, Ltd.D/APooled Investment FundIndefinite$916,245,038
EDGAR ↗Mar 28, 2014FORESTER HEDGE, L.P.D/APooled Investment FundIndefinite$17,907,864
EDGAR ↗Mar 28, 2014Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,665,718,507
EDGAR ↗Dec 11, 2013Forester Partners, Ltd.D/APooled Investment FundIndefinite$139,809,662
EDGAR ↗Mar 28, 2013Forester Partners, L.P.D/APooled Investment FundIndefinite$835,935,076
EDGAR ↗Mar 28, 2013Forester Partners II, L.P.D/APooled Investment FundIndefinite$63,939,769
EDGAR ↗Mar 28, 2013Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$422,634,522
EDGAR ↗Mar 28, 2013Forester Offshore, Ltd.D/APooled Investment FundIndefinite$910,231,612
EDGAR ↗Mar 28, 2013Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,487,205,690
EDGAR ↗Dec 12, 2012FORESTER HEDGE SEPARATE ACCOUNT, LTD.D/APooled Investment FundIndefinite$28,840,527
EDGAR ↗Nov 5, 2012FORESTER HEDGE, L.P.D/APooled Investment FundIndefinite$17,907,864
EDGAR ↗Oct 12, 2012Forester Opportunities, Ltd.DPooled Investment FundIndefinite$3,793,678
EDGAR ↗Oct 12, 2012Forester Partners, Ltd.DPooled Investment FundIndefinite$10,775,528
EDGAR ↗Mar 28, 2012Forester Partners, L.P.D/APooled Investment FundIndefinite$790,663,668
EDGAR ↗Mar 28, 2012Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$384,026,706
EDGAR ↗Mar 28, 2012Forester Partners II, L.P.D/APooled Investment FundIndefinite$55,578,361
EDGAR ↗Mar 28, 2012Forester Offshore, Ltd.D/APooled Investment FundIndefinite$867,711,612
EDGAR ↗Mar 28, 2012Forester Diversified, Ltd.D/APooled Investment FundIndefinite$1,302,226,492
EDGAR ↗Dec 8, 2011FORESTER HEDGE SEPARATE ACCOUNT, LTD.DPooled Investment FundIndefinite$10,739,263
EDGAR ↗Oct 14, 2011FORESTER HEDGE, L.P.DPooled Investment FundIndefinite$17,907,864
EDGAR ↗Mar 25, 2011Forester Partners II, L.P.D/APooled Investment FundIndefinite$47,373,361
EDGAR ↗Mar 25, 2011Forester Partners, L.P.D/APooled Investment FundIndefinite$746,944,245
EDGAR ↗Mar 25, 2011Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$311,047,390
EDGAR ↗Mar 25, 2011Forester Offshore, Ltd.D/APooled Investment FundIndefinite$812,256,205
EDGAR ↗Mar 25, 2011Forester Diversified, Ltd.D/APooled Investment FundIndefinite$990,691,396
EDGAR ↗Mar 25, 2010Forester Partners II, L.P.D/APooled Investment FundIndefinite$32,445,361
EDGAR ↗Mar 25, 2010Forester Partners, L.P.D/APooled Investment FundIndefinite$705,884,156
EDGAR ↗Mar 25, 2010Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$263,595,469
EDGAR ↗Mar 25, 2010Forester Offshore, Ltd.D/APooled Investment FundIndefinite$647,101,312
EDGAR ↗Mar 25, 2010Forester Diversified, Ltd.D/APooled Investment FundIndefinite$754,231,270
EDGAR ↗Mar 16, 2009Forester Partners, L.P.D/APooled Investment FundIndefinite$605,723,156
EDGAR ↗Mar 16, 2009Forester Diversified Fund, L.P.D/APooled Investment FundIndefinite$194,180,615
EDGAR ↗Mar 16, 2009Forester Offshore, Ltd.D/APooled Investment FundIndefinite$484,032,909
EDGAR ↗Mar 16, 2009Forester Diversified, Ltd.D/APooled Investment FundIndefinite$459,202,020
EDGAR ↗Mar 16, 2009Forester Partners II, L.P.D/APooled Investment FundIndefinite$40,000,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 6, 2026. Industry history, as reported on each offering's latest filing: All 28 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
Forester Capital, L.L.C. entityExecutive Officer, Promoter19Mar 27, 2015 → Oct 6, 2026
Trent A. CarmichaelDirector, Executive Officer15Mar 16, 2009 → Oct 6, 2026
Forester Performance, L.L.C. entityExecutive Officer, Promoter11Mar 27, 2015 → Oct 6, 2026
Angilynn BaraudDirector6Jul 14, 2021 → Oct 6, 2026
Benjamin Michael GilloolyDirector5Apr 1, 2021 → Oct 6, 2026
Thomas Parsons, Jr.Director5Mar 27, 2015 → Aug 7, 2019
David BreeDirector5Mar 16, 2009 → Aug 7, 2019
Tom ParsonsDirector4Mar 28, 2012 → Mar 28, 2014
CFS Company Ltd. entityDirector2Mar 16, 2009 → Mar 25, 2011
Ben GilloolyDirector1Mar 25, 2025 → Sep 14, 2026
Jason FitzgeraldDirector1Apr 1, 2021 → Jun 3, 2022

Adviser registration (Form ADV)

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Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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