FORUM VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
319468
Registered since
June 24, 2022

Firm profile

FINTRX

Overview

Forum Ventures Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional capital allocator to external strategies. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting among its activities. Investment activity centers on pooled private funds with a venture capital orientation. The firm's profile and fund sizes indicate a focus on running multiple, relatively compact venture vehicles rather than managing large, discretionary retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Cardamone

    CEO & Managing PartnerCRD 7557933

  • OLIVIA O'SULLIVAN

    Partner and Chief Operating OfficerCRD 8247567

Contacts

3 of 3
  • Jonah Midanik

    Co-FounderCRD 7895310

  • JAMES MURPHY

    Managing PartnerCRD 4840676

  • Elizabeth Bof

    Director of FinanceCRD 7895313

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
43 W 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth