Johnathan Wilhelm
Johnathan Wilhelm is a registered investment advisor at Forager Capital Management, LLC, based in Mountain Brook, AL, with 8 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forager Capital Management manages investments through pooled investment vehicles (Private Funds).
For the Forager Fund, the firm receives a monthly management fee in advance:
- Class A and Class C: 1.5% annually
- Class B: 2.0% annually
Forager also receives an annual performance fee:
- Class A and Class C: 15% of net appreciation
- Class B: 20% of net appreciation
For the Homebuilder Fund, Forager receives an annual asset management fee of 1.00% of the aggregate capital commitments, paid in advance. Forager also receives a performance fee equal to 20% of the net appreciation of the Homebuilder Fund at the conclusion of the investment.
Fees are negotiable.
Location
Mountain Brook, AL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Forager Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.