POPLAR FOREST CAPITAL LLC

225 South Lake Avenue
Suite 950
Pasadena, California 91101
Tel: 626-304-6000

About POPLAR FOREST CAPITAL LLC

POPLAR FOREST CAPITAL LLC, formally registered with the SEC as POPLAR FOREST CAPITAL LLC. The firm was established in 10/31/2007. They have over 1 offices throughout the country.

POPLAR FOREST CAPITAL LLC is a Pasadena, California based Financial Planning firm with nearly $1,214,373,895 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145250
SEC#	801-68455
Assets Managed by Firm	$1,214,373,895
No. of Clients	71
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PROVISION OF INVESTMENT MODELS FOR OTHER ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	71	$1,214,373,895
Individuals (other than high net worth individuals)	Fewer than 5 clients	$419,304
High net worth individuals	24	$154,287,673
Other investment advisers	7	$562,333,490
Corporations or other businesses	Fewer than 5 clients	$4,266,602

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