Key facts
- FORUM FINANCIAL MANAGEMENT, LP is a other based in LOMBARD, IL.
- FORUM FINANCIAL MANAGEMENT, LP reports $3.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 145706- Regulatory AUM
- $3.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 143
- Registered office
- LOMBARD, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for FORUM FINANCIAL MANAGEMENT, LP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FORUM FINANCIAL MANAGEMENT, LP's AUM?
- FORUM FINANCIAL MANAGEMENT, LP manages approximately $3.0M in assets.