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Forum Capital Advisors LLC
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CRD # | 297582 |
SEC # | 801-120917 |
CIK # | |
AUM | $827.8 MM (2024-03-28) |
Employees | 65 (9% Investors, 14% Brokers) |
Phone | 303-501-8860 |
Address | 240 Saint Paul Street Denver, CO 80206 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | Forum Structured Finance LP | 2022-10-21 | 60.9 | |
RE | Forum Structured Finance Parallel LP | 2022-10-21 | 0.0 | |
HF | Forum Integrated Income Fund I LP | [2019-11-05] | 35.9 | 59.8 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 104.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 843.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 947.7 |
By Discretionary | ||
Discretionary | 3 | 947.7 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 947.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 947.7 | |
Total | 3 | 947.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Marc Swerdlow | 16 | ||
Darren Fisk | 38 | ||
Chris Furman | 4 | ||
Forum Income Fund I GP LLC | 1 | ||
Charlie Oconnell | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Dream US Manager LLC
✚
|
CO | 1.1 |
Colchis Capital Management LP
✚
|
CA | 1.1 |
CityView Management Services LLC
✚
|
CA | 1.0 |
Solomon Hess SBA Management LLC
✚
|
VA | 0.9 |
The Magnolia Group LLC
✚
|
NE | 0.8 |
Leste Capital Partners Florida LLC
✚
|
FL | 0.7 |
American Mortgage Investment Partners Management LLC
✚
|
CA | 0.7 |
Lucerne Capital Management LP
✚
|
CT | 0.6 |
Hale Partnership Capital Management LLC
✚
|
NC | 0.6 |
Pembrook Capital Management LLC
✚
|
NY | 0.5 |