Form D · Other Real Estate
Forum Global Investments, LP
Old Greenwich, CT · CIK 0001800462
Offering snapshot reported Jan 17, 2020 · SEC filing
- Reported sold
- Yet to sell Offering amount: $50M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
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 |
|---|---|---|---|---|---|
| Jan 17, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-358463
The offering has not yet commenced.
Sales Commissions include (i) up to $3,500,000 of Selling Commissions and (ii) up to $1,500,000 of Dealer Manager Fees to be paid if the total offering amount is sold.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| -- | None | Cabot Lodge Securities, LLC · CRD 159712 |
Source: Form D, filed Jan 17, 2020. 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 GLOBAL INVESTMENTS, LP
Investment adviser: FORUM PARTNERS INVESTMENT MANAGEMENT LLC
- Gross asset value
- $3.81M
- Beneficial owners
- 72
- ADV minimum commitment
- $25K
Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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
Filing source
Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-6369200109
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.
| Name | Reported role |
|---|---|
| Russell Platt | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Old Greenwich, CT, 06870