Form D · Hedge Fund

FORUM CAPITAL PARTNERS

Pittsburgh, PA · CIK 0001067406

Offering snapshot reported Feb 26, 2025 · SEC filing

Reported sold: $52.1M
Investors reported: 32
Minimum accepted: $150K
First sale: Apr 28, 2011

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 26, 2025	Amendment	$52,124,690	$0vs Feb 9, 2024	32	SEC filing
Feb 9, 2024	Initial	$52,124,690	No comparison	32	SEC filing
Feb 22, 2023	Initial	$52,124,690	No comparison	32	SEC filing
Feb 24, 2022	Amendment	$51,924,680	$0vs Feb 25, 2021	31	SEC filing
Feb 25, 2021	Amendment	$51,924,680	$1,000,000vs Feb 27, 2020	31	SEC filing
Feb 27, 2020	Amendment	$50,924,680	$0vs Mar 6, 2019	31	SEC filing
Mar 6, 2019	Amendment	$50,924,680	$0vs Mar 7, 2018	31	SEC filing
Mar 7, 2018	Amendment	$50,924,680	$100,000vs Mar 8, 2017	31	SEC filing
Mar 8, 2017	Amendment	$50,824,680	$310,000vs Mar 10, 2016	31	SEC filing
Mar 10, 2016	Amendment	$50,514,680	$0vs Mar 10, 2015	31	SEC filing
Mar 4, 2016	Initial	$50,514,680	No comparison	31	SEC filing
Mar 10, 2015	Amendment	$50,514,680	$14,800,000vs Mar 13, 2014	31	SEC filing
Mar 13, 2014	Amendment	$35,714,680	$22,877,677vs May 2, 2013	24	SEC filing
May 2, 2013	Amendment	$12,837,003	$11,587,003vs May 11, 2011	12	SEC filing
May 11, 2011	Initial	$1,250,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-504850

THIS IS AN ONGOING OFFERING.

WE HAVE NEVER PAID SALES COMMISSIONS OR FINDERS FEES, HOWEVER WE RESERVE THE RIGHT TO DO SO.

Source: Form D, filed Feb 26, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FORUM CAPITAL PARTNERS, LP

Investment adviser: STALEY CAPITAL ADVISERS INC

Gross asset value: $81.8M
Beneficial owners: 31
ADV minimum commitment: $150K

Reported in Form ADV on Sep 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LALLY & CO., LLC PITTSBURGH, Pennsylvania, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

LALLY & CO., LLC
PCAOB 3578

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2107210 · Sep 14, 2026 · Schedule D 7.B.(1), fund 805-9465244671

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Graham Addison Friday	Executive
Michael Friday	Executive
Constantine John Kartsonas	Executive
Brian Michael Mcinerney	Director, Executive
Christopher Frank Pretsch	Executive
James Douglas Roberge	Director, Executive
Andrew James Roberge	Executive
Inc. Staley Capital Advisers	Promoter
General Partner To Forum Staley Capital Advisers, Inc.	Promoter
John Adolphus Staley, Iv	Director, Executive
William Falling Stotz	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Oxford Centre Suite 3950
Pittsburgh, PA, 15219