The FORUM CAPITAL ADVISORS is a privately held investment adviser that advises $1.91Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. FORUM CAPITAL ADVISORS is a Public/Private Fund Assets increased by 1,493.1% over the last 5-years.
The Group has been registered with the SEC for 7.47 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 240 SAINT PAUL STREET SUITE 400, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 69 employees comprised of 29 investment and 40 non-investment staff. The total number of Employees increased by 666.67% over the last 5-years.
Their $1.91Bn in assets advised are owned by 7 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $1.09Bn or 57.24% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $815.2mn or 42.76% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, FI/Credit - Asset Backed Securities and Real Estate, representing 38.55%, 38.05% and 23.41% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $55.07mn in assets.
The Group discloses management fees and performance-based fees.
FORUM CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.