FORUM CAPITAL ADVISORS LLC

Overview

Forum Capital Advisors LLC is an SEC-registered limited liability company (registered in 2021) that manages pooled investment vehicles with an institutional client base. The firm is classified in the dataset as a real estate fund manager and its core advisory activity is portfolio management for pooled investment vehicles. It operates with both a percentage-of-assets fee schedule and performance-based fees, and the firm plays sponsor/GP and managing-member roles for the vehicles it runs. The firm is identified as having a related adviser and does not present itself as an active ESG investor, pension consultant, or multi-state adviser.

Assets & Accounts

Investments & Alternatives