Investment adviser · CRD 284407
THE FORUM FINANCE GROUP SA
Investment adviser filing (IA)
GENEVA, Switzerland · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $2.21B Form ADV · Item 5.F
- Client accounts
- 678 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 279 | $1,400,000,000 | 63.4% |
| Insurance companies | 70 | $403,000,000 | 18.3% |
| Pooled investment vehicles | 2 | $205,000,000 | 9.3% |
| Individuals | 329 | $200,000,000 | 9.1% |
Filing source
Form ADV 2115520 · Aug 12, 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 fundsThe 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: Aug 12, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Publication of newsletters
Compensation
Percentage of assets · Fixed · Commissions · Performance-based
Principal office
RUE DU RHONE 65GENEVA, CH-1204, Switzerland
CRD 284407
Filing source
Form ADV 2115520 · Aug 12, 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.