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| Keyboard |
| Forum Financial Management LP
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|---|---|
| CRD # | 145706 |
| SEC # | 801-69970 |
| CIK # | 0001761442, 0001911832 |
| AUM | 8,690.7 M (2026-06-23) |
| Employees | 143 (66% Investors, 7% Brokers) |
| Phone | 630-873-8520 |
| Address | 1900 South Highland Avenue Lombard, IL 60148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amgen Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,903 | 1.4 |
| (b) Individuals (high net worth individuals) | 1,719 | 5.7 |
| (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 | 121 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 13 | 1.2 |
| (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 | 76 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 19,838 | 8.7 |
| By Discretionary | ||
| Discretionary | 19,838 | 8.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19,838 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 19,838 | 8.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001761442] | |
| 13F-HR | [0001911832] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.8B |
| Clients | 155 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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