FORUM PARTNERS INVESTMENT MANAGEMENT LLC
Adviser information for FORUM PARTNERS INVESTMENT MANAGEMENT LLC last updated from Form ADV on April 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118988 |
|---|---|
| SEC ERA File Number | 802-118988 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161192 |
| Legal Entity Identifier | None |
Principal Office
777 SOUTH FLAGLER DRIVESUITE 800 WEST
WEST PALM BEACH
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 561-515-6046, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| FORUM EUROPEAN REALTY INCOME III GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| FORUM EUROPEAN REALTY INCOME III LLC | Other investment adviser, including financial planners |
| FORUM GLOBAL INVESTMENTS GP S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| FORUM GLOBAL INVESTMENTS MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| FORUM PARTNERS LIMITED | Other investment adviser, including financial planners |
| FRXL CO-INVESTMENT GP 1 LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| FRXL CO-INVESTMENT GP 2 LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FORUM EUROPEAN REALTY INCOME III LP | Private Equity Fund | $11.1M | $13.2M | 23 |
| FORUM GLOBAL INVESTMENTS SCSP | Private Equity Fund | $2.8M | $0.0M | 2 |
| FORUM GLOBAL INVESTMENTS, LP | Real Estate Fund | $6.7M | $0.0M | 87 |
| FORUM NEW YORK APARTMENTS LP | Private Equity Fund | $3.7M | $0.0M | 8 |
| FRXL CO-INVESTMENT 1 LP | Private Equity Fund | $4.0M | $0.0M | 19 |
| FRXL CO-INVESTMENT 2 LP | Private Equity Fund | $2.2M | $0.0M | 15 |
| GLOBAL CO-INVESTMENT OPPORTUNITY FUND II LP | Real Estate Fund | $0.0M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PLATT, RUSSELL, CHRISTOPHER | Individual | – | ELECTED MANAGER AND MEMBER: MANAGING DIRECTOR, CEO, AND CIO OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC | 12/2002 | 25-50% |
| FORUM ADVISORY SERVICES LLC | Domestic Entity | – | OWNER | 08/2019 | 50-75% |
| GREPPON HOLDINGS LLC | Domestic Entity | FORUM ADVISORY SERVICES LLC | DIRECT OWNER | 08/2019 | > 75% |
| PLATT, RUSSELL, CHRISTOPHER | Individual | GREPPON HOLDINGS LLC | MEMBER MANAGER | 04/2018 | > 75% |