Investment adviser · CRD 169636

FOREM INVESTMENTS LLC

Investment adviser filing (IA)

CORAL GABLES, FL, United States · Form ADV filed Oct 27, 2014

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
36
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 27, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

4000 PONCE DE LEON BLVD SUITE 300, SUITE 470
CORAL GABLES, FL, 33146, United States

CRD 169636

Filing source

Form ADV 851568 · Oct 27, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.