Forum Partners Investment Management LLC
Forum Partners Investment Management LLC is an SEC-registered asset manager with $52.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Forum Partners Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161192, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $52.8M (2026-03-30)
- Firm type
- Asset Manager
- Employees
- 19
- Clients
- 7
- CRD
- 161192
- Ownership
- PLATT, RUSSELL, CHRISTOPHER; MCBRIDE, CAROLINE; GLYN, MALCOLM, ADAM; WELLS, GREGORY, PAUL; LA FRAN�AISE GLOBAL REAL ESTATE INVESTMENT MANAGEMENT LIMITED
How much AUM does Forum Partners Investment Management LLC have?
Forum Partners Investment Management LLC reported $52.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Forum Partners Investment Management LLC?
Disclosed owners and executives of Forum Partners Investment Management LLC include PLATT, RUSSELL, CHRISTOPHER, MCBRIDE, CAROLINE, GLYN, MALCOLM, ADAM, WELLS, GREGORY, PAUL, LA FRAN�AISE GLOBAL REAL ESTATE INVESTMENT MANAGEMENT LIMITED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.