The FORUM FINANCIAL MANAGEMENT, LP is a privately held investment adviser that advises $8.69Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FORUM FINANCIAL MANAGEMENT, LP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 61.97% over the last 5-years.
The Group has been registered with the SEC for 17.41 years and is comprised of 1 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 1900 SOUTH HIGHLAND AVENUE SUITE 100, CHICAGO, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 143 employees comprised of 94 investment and 49 non-investment staff. The total number of Employees increased by 21.19% over the last 5-years.
Their $8.69Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 219 other accounts. Assets of High Net Worth Individuals clients own $5.67Bn or 65.24% of Total Assets and Individuals own $1.43Bn or 16.51% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FORUM FINANCIAL MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.