Inactive

Kathryn Bennett

Forest Capital Management, LLC

CRD 7852548

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Employer firm

Forest Capital Management, LLC CRD 171659

$3.75B regulatory AUM

Reported services (Item 5G)

Portfolio management (institutions)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Forest Capital Management, Llc

448 N. Lasalle Drive 9Th Floor, Chicago, IL 60654 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-09-20

IL RA
APPROVED

Since 2024-09-20

Branch Locations

448 N. Lasalle 9Th Floor, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Packback, Inc	Chicago	IL	06/2021	10/2023
University Of Dayton	Dayton	OH	08/2017	05/2021
Forest Capital Management	Chicago	IL	12/2023	Present
Schools	Lake Forest	IL	08/2013	08/2017

06/2021 → 10/2023

Packback, Inc

Chicago, IL
08/2017 → 05/2021

University Of Dayton

Dayton, OH
12/2023 → Present

Forest Capital Management

Chicago, IL
08/2013 → 08/2017

Schools

Lake Forest, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-20

S65 Uniform Investment Adviser Law Examination

2024-09-20

View on SEC IAPD

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Nearby Investors

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL

PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL

GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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