| 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 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,086,143 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 19
of those in investment advisory functions 10
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees