Forum Partners Investment Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Forum Partners Investment Management LLC
CRD #161192
SEC #801-73675
CIK #
AUM
Employees 19 (53% Investors, 0% Brokers)
Fees
Minimum
Phone203-302-3301
Address1700 E Putnam Avenue
Old Greenwich, CT 06870-1366
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
19001520114076038002010201520212027
Type Form D Funds Date Sold AUM
RE Forum Global Storage Holdings LP [2026-03-30] 9.0 M 7.3 M
Offered $10,000,000 · Filed 2026-03-06 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Remaining $1,024,987 · Duration One year or less · Commission $500,000 · Revenue Decline to Disclose
RE Forum Avon Credit Opportunities LP 2025-07-23 22.3 M
RE Newlands Development Opportunities I LLC [2025-07-23] 8.3 M
Offered $15,000,000 · Filed 2024-08-22 (D) · Exemption 506(c) · Minimum $25,000 · Remaining $15,000,000 · Duration One year or less · Commission $750,000 · Revenue Decline to Disclose
PE TSCG Credit Opportunities I LLC [2025-07-23] 4.1 M
Offered $25,000,000 · Filed 2024-10-15 (D) · Exemption 506(c) · Minimum $25,000 · Remaining $25,000,000 · Duration More than one year · Commission $1,500,000 · Revenue Decline to Disclose
RE Global Co-Investment Opportunity Fund II LP [2023-03-31] 22.1 M 8.3 M
Offered $35,000,000 · Filed 2024-09-05 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $12,863,209 · Duration More than one year · Commission $2,450,000 · Revenue No Revenues
RE Forum Global Investments LP [2021-04-01] 3.8 M
Offered $50,000,000 · Filed 2020-01-17 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $50,000,000 · Duration One year or less · Commission $5,000,000 · Revenue No Revenues
PE Forum Global Investments SCSP 2020-05-29 2.4 M
RE Forum Global Investments SCSP 2017-03-31 95.2 M
RE Forum Income Fund I LLC [2017-03-31] 0.1 M 9.6 M
Offered $125,000 · Filed 2017-03-03 (D) · Exemption 506(c) · Duration One year or less · Finder's Fee $12,500 · Revenue Decline to Disclose
PE Forum New York Apartments LP [2016-03-30] 10.8 M 6.0 M
Offered $10,825,695 · Filed 2015-06-16 (D) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose
RE Forum Partners Northeast Office Management I LP 2016-03-30 0.0 M
RE Forum Partners Northeast Suburban Office Fund I LP 2016-03-30 24.5 M
RE Forum European Realty Income IV SCSP 2015-03-27 70.9 M
PE FRXL Co-Investment 2 LP 2015-03-27 11.2 M
PE FRXL Co-Investment 1 LP 2013-03-27 15.4 M
PE Forum Asian Realty Income III LP 2012-02-14 17.2 M
PE Forum Asian Realty Income II LP 2012-02-14 0.5 M
RE Forum Asian Realty Income LP 2012-02-14 0.0 M
PE Forum European Realty Income III LP 2012-02-14 46.4 M
PE Forum European Realty Income II LP 2012-02-14 53.5 M
RE Forum European Realty Income LP 2012-02-14 19.8 M
AUM Breakdown Accounts AUM ($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 7 189.6
(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 7 189.6
By Discretionary
Discretionary 7 189.6
Non-Discretionary 0 0.0
Total 7 189.6
By Non-United States Persons
Non-United States Persons 181.7
United States Persons 7.9
Total 7 189.6
Form D Directors Role # Filings # Firms 2011 - 2026
Russell Platt Executive Officer 13 2
Forum Partners Investment Management LLC Executive Officer, Promoter 3 2
Barry Funt Executive Officer 2 2
Malcom Glyn Executive Officer 2 2
Sam Latone Executive Officer 1 1
David Keir Executive Officer 1 1
Forum Global Investments IV LLC Executive Officer 1 1
Forum New York Apartments GP LLC Promoter 1 1
Benjamin Morgan Executive Officer 1 1
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity, Real Estate
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com