Data / Investment advisers / Florida / Forum Partners Investment Management LLC
Forum Partners Investment Management LLC, West Palm Beach, FL: exempt reporting adviser with 9 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Forum Partners Investment Management LLC is an exempt reporting adviser with its main office in West Palm Beach, Florida and reports 9 private funds in its Form ADV filed March 30, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 161192
- SEC file number
- 802-118988
- SEC status
- ERA, Active, effective May 29, 2020
- Main office
- The Square, 700 S Rosemary Avenue Suite 204, West Palm Beach, FL 33401
- Phone
- (561) 515-6046
- Form of organization
- Limited Liability Company
- Private funds
- 9: 6 private equity funds, 3 real estate funds
- Gross assets of private funds
- $52,804,149
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gordon Asset Management LLC | West Palm Beach | $128.9 million | 3 | adviserinfo.sec.gov |
| Mar Wealth Management Services, LLC | West Palm Beach | $125.1 million | Not listed | adviserinfo.sec.gov |
| Landmark Investment Partners, L.P. | West Palm Beach | $124.9 million | 1 | adviserinfo.sec.gov |
| Center Lake Capital Management, LLC | West Palm Beach | $77.9 million | 1 | adviserinfo.sec.gov |
| Township Capital, LLC | West Palm Beach | Not listed | 10 | adviserinfo.sec.gov |
| Infinite Capital LLC | West Palm Beach | Not listed | 8 | adviserinfo.sec.gov |
| Clearsky Advisors LLC | West Palm Beach | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers that manage private funds
- Forum Partners Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.