Form D · Other Investment Fund

Forum Structured Finance LP

Denver, CO · CIK 0001935181

Offering snapshot reported Jan 8, 2024 · SEC filing

Reported sold: $205M
Investors reported: 105
Minimum accepted: $250K
First sale: Sep 28, 2022

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.

Reported sold$54,925,000 → $204,950,000
Reported investors92 → 105

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 8, 2024	Amendment	$204,950,000	$150,025,000vs Aug 17, 2023	105	SEC filing
Aug 17, 2023	Amendment	$54,925,000	$0vs Aug 7, 2023	92	SEC filing
Aug 7, 2023	Amendment	$54,925,000	No comparison	92	SEC filing
Aug 4, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-454863

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Foreside Fund Services, LLC	46106

Source: Form D, filed Jan 8, 2024. 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 STRUCTURED FINANCE LP

Investment adviser: FORUM CAPITAL ADVISORS LLC

Gross asset value: $278M
Beneficial owners: 153
ADV minimum commitment: $250K

Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES KANSAS CITY, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP CHICAGO, Illinois, United States

Custodian UMB BANK N.A. KANSAS CITY, Missouri, United States Related to adviser: No

Provider details

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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2109010 · May 29, 2026 · Schedule D 7.B.(1), fund 805-2061290378

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
Darren Fisk	Director, Executive
N/A Forum Capital Advisors Llc	Director, Executive
N/A Forum Structured Finance Gp Llc	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

240 Saint Paul Street Suite 400
Denver, CO, 80206