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Adviser Profile

Registration status Registration Changed to FORUM PARTNERS INVESTMENT MANAGEMENT LLC
As of Date 10/14/2019
Adviser Type - Large advisory firm
Number of Employees 19 -29.63%
of those in investment advisory functions 10 -41.18%
AUM* 189,603,000 -59.61%
of that, discretionary 189,603,000 -59.61%
Private Fund GAV* 0
Avg Account Size 27,086,143 -59.61%
SMA’s No
Private Funds 0 7

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

Recent News

Reported AUM

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

Private Funds



Employees