Investment adviser · CRD 145706

FORUM FINANCIAL MANAGEMENT, LP

Investment adviser filing (IA)

LOMBARD, IL, United States · Form ADV filed Sep 14, 2026

Regulatory AUM: $8.69B
Client accounts: 19,838
Employees: 143
Advisory professionals: 94

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,719	$5,670,226,181	65.2%
Individuals	3,903	$1,434,974,016	16.5%
Other investment advisers	13	$1,237,880,643	14.2%
Corporations & businesses	76	$306,949,484	3.5%
Retirement plans	121	$28,088,184	0.3%
Charities	9	$12,598,826	0.1%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2132473 · Sep 14, 2026 · Item 5.D

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

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: Sep 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

1900 SOUTH HIGHLAND AVENUE, SUITE 100
LOMBARD, IL, 60148, United States

CRD 145706

Filing source

Form ADV 2132473 · Sep 14, 2026 · 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.