SEC Form ADV

FORUM FINANCIAL MANAGEMENT, LP

Firm profile: Forum Financial Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$8.7B

Assets Under Management

155

Total Clients

143

Employees

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Registration Details

Accession: crd-145706
Location: LOMBARD, IL
Filing Date: September 14, 2026
AUM: $8.7B
Total Clients: 155
Institutional Clients: 130
Employees: 143
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

FORUM FINANCIAL MANAGEMENT, LP is a registered investment adviser headquartered in LOMBARD, IL, managing approximately $8.7B in assets across 155 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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