Forum Financial Management LP

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Assets, Funds, Holdings

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Forum Financial Management LP
CRD #145706
SEC #801-69970
CIK #0001761442, 0001911832
AUM $8.5 BB (2024-08-26)
Employees 145 (61% Investors, 8% Brokers)
Phone630-873-8520
Address1900 South Highland Avenue
Lombard, IL 60148
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02008201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AMGN 130.1 0.1
AAPL 2,382.8 0.1
OSBC 0.6 0.0
MSFT 1,918.2 0.0
META 434.9 0.0
AMZN 1,093.0 0.0
NVDA 399.6 0.0
JPM 340.2 0.0
PLTR 19.1 0.0
GOOGL 1,475.1 0.0
Holdings by Sector ($BB)
6.04.83.62.41.20.02022202320242025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 3,837 1.4
(b) Individuals (high net worth individuals) 1,300 5.0
(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 0 0.0
(g) Pension and profit sharing plans 112 0.2
(h) Charitable organizations 8 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 15 1.4
(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 13 0.5
(n) Other 0 0.0
Total 21,698 8.5
By Discretionary
Discretionary 21,444 8.4
Non-Discretionary 254 0.1
Total 21,698 8.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.5
Total 21,698 8.5
EDGAR Form CIK 2011 - 2024
D [0001761442]
13F-HR [0001911832]
Comparable Firms State AUM ($BB)
Gateway Investment Advisers LLC
OH 8.8
Pyrford International Ltd
8.6
Shepherd Kaplan LLC
MA 8.6
Newedge Wealth LLC
CT 8.6
James Hambro & Partners LLP
8.5
Bartlett & Co Wealth Management LLC
OH 8.4
Johnson Wealth Inc
WI 8.4
Ferguson Wellman Capital Management Inc
OR 8.4
Prowell Financial Management LLC
PA 8.3
Mariner Independent Advisor Network LLC
KS 8.1
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