Investment adviser · CRD 161192
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
WEST PALM BEACH, FL, United States · Form ADV filed Mar 30, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
21 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FORUM AVON CREDIT OPPORTUNITIES LPReal Estate Fund · Last reported Mar 30, 2026$22.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MOSS ADAMS LLP
PCAOB 659
ARETE WEALTH MANAGEMENT, LLC
SEC 8-50854
Fund details & source
- Fund ID
- 805-3793552647
- Reported beneficial owners
- 1
- Minimum commitment
- $25K
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FORUM GLOBAL STORAGE HOLDINGS, L.P.Real Estate Fund · Last reported Mar 30, 2026$7.31MGross asset value
Form D fundraising filings
Forum Global Storage Holdings, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MOSS ADAMS LLP
PCAOB 659
ARETE WEALTH MANAGEMENT, LLC
CRD 44856 · SEC 8-50854
Fund details & source
- Fund ID
- 805-8452901360
- Reported beneficial owners
- 41
- Minimum commitment
- $0
- Form D file number
- 021-534954
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FORUM EUROPEAN REALTY INCOME III LPPrivate Equity Fund · Last reported Mar 30, 2026$5.95MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 1297
Fund details & source
- Fund ID
- 805-7895696515
- Reported beneficial owners
- 23
- Minimum commitment
- $13.2M
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TSCG CREDIT OPPORTUNITIES I, LLCPrivate Equity Fund · Last reported Mar 30, 2026$4.06MGross asset value
Form D fundraising filings
TSCG Credit Opportunities I LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MOSS ADAMS LLP
PCAOB 659
ARETE WEALTH MANAGEMENT, LLC
SEC 8-50854
RBC CAPITAL MARKETS, LLC
SEC 8-45411
Fund details & source
- Fund ID
- 805-4523193484
- Reported beneficial owners
- 66
- Minimum commitment
- $25K
- Form D file number
- 021-526806
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FORUM GLOBAL INVESTMENTS, LPReal Estate Fund · Last reported Mar 30, 2026$3.81MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MOSS ADAMS LLP
PCAOB 659
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6369200109
- Reported beneficial owners
- 72
- Minimum commitment
- $25K
- Form D file number
- 021-358463
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FORUM NEW YORK APARTMENTS LPPrivate Equity Fund · Last reported Mar 30, 2026$2.73MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MOSS ADAMS LLP
PCAOB 659
Fund details & source
- Fund ID
- 805-2444511581
- Reported beneficial owners
- 8
- Minimum commitment
- $10K
- Form D file number
- 021-241877
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FRXL CO-INVESTMENT 1 LPPrivate Equity Fund · Last reported Mar 30, 2026$2.71MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 1297
Fund details & source
- Fund ID
- 805-2717106204
- Reported beneficial owners
- 19
- Minimum commitment
- $0
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
THE SQUARE, 700 S ROSEMARY AVENUE, SUITE 204WEST PALM BEACH, FL, 33401, United States
CRD 161192
Filing source
Form ADV 2056123 · Mar 30, 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.