Formation Capital LLC

  • Investment Bank/Securities Brokerage
  • Atlanta GA
  • 9 employees
  • Investment Management
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Company Overview

Website
formationcapital.com
Phone
(770) 754-9660
(700) 754-9660
Employees
9
Founded in
2001
Industry
Investment Bank/Securities Brokerage
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5231 - Securities and Commodity Contracts Intermediation and Brokerage
53 - Real Estate and Rental and Leasing
531 - Real Estate
5313 - Activities Related to Real Estate
53139 - Other Activities Related to Real Estate
531390 - Other Activities Related to Real Estate
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
621 - Security Brokers, Dealers, and Flotation Companies
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$18B

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Recent News & Media

9th Annual Healthcare & Life Sciences Private Equity & Finance Conference

  • Oct 24, 2023
  • mcguirewoods.com

GE Healthcare Financial Services to Expand Real Estate Equity Presence Through $1.4 Billion Transaction With Formation Capital; GE Healthcare Financial Services Real Estate Investments Top $4 Billion | GE News

  • Jul 22, 2020
  • ge.com

Who Owns Nursing Facilities and Why?

  • Oct 4, 2018
  • medicareadvocacy.org

Formation strikes gold with $1.7B Genesis buy

  • Sep 21, 2018
  • mcknights.com

Private equity firm to buy Genesis for $1.7 billion

  • Sep 21, 2018
  • mcknights.com

Extendicare Closes $870 Million Sale of its U.S. Business to Formation

  • Jul 2, 2015
  • seniorhousingnews.com

Who is Formation Capital LLC

Formation Capital LLC is a privately held investment management firm based in Atlanta, Georgia. The company employs 9 individuals and generates annual revenue of $18.1 million. Formation Capital specializes in investments within the seniors housing and care, post acute, and health care real estate sectors. Their investment strategies encompass both real estate and operational approaches, aiming to maximize risk-adjusted returns for their clients. The firm distinguishes itself through its ability to identify promising investment opportunities, execute intricate investment structures, and coordinate partner incentives. Formation Capital emphasizes risk mitigation through carefully crafted strategies and operational expertise. Formation Capital can be reached through their website at formationcapital.com.

Company Leadership

David Russ

Chief Executive Officer

Phone Email
Matt Sedgwick

SVP

Phone Email
Tormeica Allison

AVP, Clinical and Regulatory Monitoring

Phone Email

Formation Capital LLC Industry Tags

Finance
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Formation Capital LLC Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Formation Capital LLC's headquarters?
The headquarters of Formation Capital LLC are situated at 3500 Lenox Rd NE Ste 510, Atlanta GA
What is Formation Capital LLC's phone number?
Formation Capital LLC's contact number is (770) 754-9660.
What is Formation Capital LLC's official website?
The official website of Formation Capital LLC can be found at formationcapital.com.
What is Formation Capital LLC's current revenue?
As of December 2019, Formation Capital LLC's annual revenue reached $18B.
How many employees does Formation Capital LLC currently have?
Formation Capital LLC employs approximately 9+ people as of December 2019
Which industries is Formation Capital LLC primarily operating in?
Formation Capital LLC operates in the following industries: Investment Management
Who is the Chief Executive Officer of Formation Capital LLC?
Formation Capital LLC's Chief Executive Officer is David Russ
What are Formation Capital LLC's industry tags?
Formation Capital LLC's industry tags include: Finance, Investment Bank/Securities Brokerage, Management Investment
When was Formation Capital LLC founded?
Formation Capital LLC was founded in 2001.

Employee Directory

Key Employees

Arnold Whitman

Chairman & Founder

Phone Email

Nela Powell

Chief Compliance Officer

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