Forum Capital Advisors LLC

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Assets, Funds, Holdings

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Forum Capital Advisors LLC
CRD #297582
SEC #801-120917
CIK #
AUM $827.8 MM (2024-03-28)
Employees 65 (9% Investors, 14% Brokers)
Phone303-501-8860
Address240 Saint Paul Street
Denver, CO 80206
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
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
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