Asset ManagerRIA · CRD 329537SEC-RegisteredPrivate Fund Adviser

Updated:

Forman Capital

Forman Capital, LLC is an SEC-registered investment adviser in Delray Beach, FL, registered since 2024. The firm manages approximately $351 million in...

Forman Capital

Forman Capital, LLC is an SEC-registered investment adviser in Delray Beach, FL, registered since 2024. The firm manages approximately $351 million in regulatory assets. It has 14 employees and 11 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Delray Beach

Corporate office

Palm Beach, FL, United States

Principals

Brett Forman

Chief Executive Officer

Ben Jacobson

Principal & Co-Founder

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who makes the final credit decisions at Forman Capital?

Brett Forman, as CEO, and Ben Jacobson, as Principal and co-founder, constitute the firm's senior decision-makers. Because Forman Capital does not operate a formal credit-committee structure with separate risk-management officers, final approvals sit with the founding partnership. That proximity between underwriting and approval is central to the firm's ability to issue term sheets within days of receiving a complete loan package.

Which geographic markets does Forman Capital target?

The firm concentrates origination activity in major Sun Belt growth corridors, with a documented footprint that includes Florida, Georgia, North Carolina, Texas, and Tennessee. Loan-level public records show heavy concentrations in South Florida, Atlanta, Charlotte, Dallas, and Nashville — all markets where in-migration and construction velocity sustain demand for bridge capital. The firm does not claim a national mandate and has not publicized loans in the Northeast or West Coast gateway cities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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