Adviser Profile

As of Date 10/14/2019
Registration status Registration Changed to FORUM PARTNERS INVESTMENT MANAGEMENT LLC
ADV Location OLD GREENWICH, CT, United States
AUM* 189,603,000
of that, discretionary 189,603,000
Number of Employees 19
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 27,086,143
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 887M 709M 532M 355M 177M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

Employees