Forum Partners Investment Management Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $36.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forum New York Apartments Lp | Private Equity Fund | Delaware | $12.2M | 8 |
| Forum Global Investments, Lp | Real Estate Fund | Delaware | $8.9M | 87 |
| Forum European Realty Income Iii Lp | Private Equity Fund | Cayman Islands | $8.2M | 23 |
| Frxl Co Investment 1 Lp | Private Equity Fund | United Kingdom | $3.5M | 19 |
| Global Co Investment Opportunity Fund Ii Lp | Real Estate Fund | Delaware | $2.1M | 1 |
| Frxl Co Investment 2 Lp | Private Equity Fund | United Kingdom | $1.9M | 15 |
| Forum Global Investments Scsp | Private Equity Fund | Luxembourg | $72.0K | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Platt, Russell, Christopher | Elected Manager And Member: Managing Director, Ceo, And Cio Of Forum Partners Investment Management Llc | Dec 2002 (24y) | 25% – 50% | |
| Morgan, Benjamin, William Edward | Managing Director And General Counsel Of Forum Partners Investment Management Llc | Sep 2016 (10y) | Less than 5% | |
| Stowell Iii, Joseph, Francis | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greppon Acquirors Llc | Disregarded Entity | Sep 2019 | A | 50% – 75% |
| Greppon Advisors Llc | Direct Owner | Sep 2019 | B | ≈ 37.5% – 75% via Greppon Acquirors Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Greppon Advisors Llc: 75% – 100% of Greppon Acquirors Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $36.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forum New York Apartments Lp | Private Equity Fund | $12.2M | $10.0K | 8 |
| Forum Global Investments, Lp | Real Estate Fund | $8.9M | $25.0K | 87 |
| Forum European Realty Income Iii Lp | Private Equity Fund | $8.2M | $13.2M | 23 |
| Frxl Co Investment 1 Lp | Private Equity Fund | $3.5M | $0 | 19 |
| Global Co Investment Opportunity Fund Ii Lp | Real Estate Fund | $2.1M | $25.0K | 1 |
| Frxl Co Investment 2 Lp | Private Equity Fund | $1.9M | $0 | 15 |
| Forum Global Investments Scsp | Private Equity Fund | $72.0K | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗