Forum Capital Advisors Llc
- Regulatory AUM
- $815M
- Discretionary
- $815M
- Clients
- 6
- Avg AUM / client
- $136M
- Accounts
- 6
- Employees
- 69
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $815M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $207M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forum Structured Finance Lp master | Real Estate Fund | Delaware | $207M | 128 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fisk, Darren, Mckee | Founder And Chief Executive Officer | Jun 2018 (8y) | ≈ 56.25% – 100% via Forum Investment Group Llc | |
| Nemzer, Bradley, Adam | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Ryan, Elizabeth, Anne | General Counsel & Chief Compliance Officer | Apr 2022 (4y) | Less than 5% | |
| Mcauliffe, Paul, Joseph | Chief Financial Officer | Aug 2022 (4y) | Less than 5% | |
| Miller, James, William | Chief Investment Officer | Jan 2023 (4y) | Less than 5% | |
| Ibrahem Alain Safieddine | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forum Investment Group Llc | Owner | Aug 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fisk, Darren, Mckee: 75% – 100% of Forum Investment Group Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (1, $207M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forum Structured Finance Lp | Real Estate Fund | $207M | $250K | 128 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 2.05 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗