Forum Capital Advisors LLC

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Forum Capital Advisors LLC ✚
CRD #	297582
SEC #	801-120917
CIK #
AUM	815.2 M (2026-05-29)
Employees	69 (42% Investors, 19% Brokers)
Phone	303-501-8860
Address	240 Saint Paul Street Denver, CO 80206
Source	[IAPD] [Website] [LinkedIn] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	FdG Stonecrest Investor Associates I-A LLC	[2025-03-27]	17.7 M	27.4 M
	Offered $17,668,340 · Filed 2025-04-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	FdG Stonecrest Investor Associates I-B LLC	[2025-03-27]	4.9 M	16.8 M
	Offered $4,926,938 · Filed 2025-04-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	FdG Stonecrest Investor Associates II-A LLC	[2025-03-27]	13.1 M	6.7 M
	Offered $13,096,661 · Filed 2025-04-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	FdG Stonecrest Investor Associates II-B LLC	[2025-03-27]	3.5 M	4.1 M
	Offered $3,516,062 · Filed 2025-04-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Forum Structured Finance LP	[2022-10-21]	19.8 M	278.5 M
	Offered $25,000,000 · Filed 2024-01-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $5,200,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Forum Structured Finance Parallel LP	2022-10-21
HF	Forum Integrated Income Fund I LP	[2019-11-05]	35.9 M	59.8 M
	Offered $300,000,000 · Filed 2020-10-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $264,095,000 · Duration More than one year · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
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	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	6	815.2
(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	6	815.2
By Discretionary
Discretionary	6	815.2
Non-Discretionary	0	0.0
Total	6	815.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		815.2
Total	6	815.2

Form D Directors	Role	# Filings	# Firms
Marc Swerdlow	Executive Officer	16	3
Darren Fisk	Executive Officer	43	2
Kevin Foltz	Executive Officer	32	2
Edie Suhr	Executive Officer	12	2
Null Forum Management Inc	Executive Officer	7	2
Null Forum Real Estate Group LLC	Promoter	7	2
Chris Furman	Executive Officer	5	2
Forum Structured Finance GP LLC	Executive Officer	3	2
Null FdG Stonecrest Manager LLC	Director	4	1
Null Forum Investment Group LLC	Promoter	4	1
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Hedge Fund, Real Estate

Comparable Firms	State	AUM
Solomon Hess SBA Management LLC ✚	VA	1,077.7 M
Mack Real Estate Credit Strategies LP ✚	NY	1,048.8 M
Dream US Manager LLC ✚	CO	1,040.2 M
Man Global Private Markets USA Inc ✚	NY	988.2 M
Pagaya Investments US LLC ✚	NY	985.4 M
Khrom Capital Management LLC ✚	FL	980.6 M
Hale Partnership Capital Management LLC ✚	NC	788.3 M
The Magnolia Group LLC ✚	NE	710.6 M
Atlantic Creek Investment Management LLC ✚	NY	612.4 M
Consilium Investment Management LLC ✚	FL	540.6 M

Forum Capital Advisors LLC

Assets, Funds, Holdings