Form D · Commercial

Forum Global Storage Holdings, L.P.

West Palm Beach, FL · CIK 0002051754

Offering snapshot reported Mar 6, 2026 · SEC filing

Reported sold: $8.98M
Investors reported: 39
Minimum accepted: $0
First sale: Jan 31, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 39

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 6, 2026	Amendment	$8,975,013	No comparison	39	SEC filing
Feb 5, 2025	Amendment	Yet to sell	No comparison	0	SEC filing
Jan 13, 2025	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: $500K (estimated)
Finders' fees: $0
Form D file number: 021-534954

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
ARETE Wealth Management, LLC	44856

Source: Form D, filed Mar 6, 2026. 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 STORAGE HOLDINGS, L.P.

Investment adviser: FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Gross asset value: $7.31M
Beneficial owners: 41
ADV minimum commitment: $0

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GREAT LAKES FUND SOLUTIONS, INC LAKE VILLA, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MOSS ADAMS LLP SEATTLE, Washington, United States

Custodian COMMUNITY NATIONAL BANK NEWPORT, Vermont, United States Related to adviser: No

Marketer ARETE WEALTH MANAGEMENT, LLC CHICAGO, Illinois, United States Related to adviser: No

Marketer EQUITY MARKETS GROUP LLC SARASOTA, Florida, United States Related to adviser: No

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

Filing source

Form ADV 2056123 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8452901360

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
Forum Global Investments Iv, Llc	Executive
Forum Partners Investment Management Llc	Executive
Russell Platt	Executive

Issuer details

Industry: Commercial (See others in industry)

Address:

700 South Rosemary Avenue, Suite 204
West Palm Beach, FL, 33411