Forum Capital Advisors
Asset Manager SEC-registered adviser
Legal name: Forum Capital Advisors LLC
AUM
$815.2M
Regulatory AUM
Private funds
5
Real Estate 5
Private fund assets
$333.5M
Gross asset value
Employees
69
Last Form D raise
Apr 2025
Most recent fund filing
From SEC Form ADV filing (filed May 29, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
D
H
L
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Fdg Stonecrest Investor Associates I-A, LLC | Real Estate | $27.4M | $17.7M | 77 | Apr 2025 | Cool |
| Fdg Stonecrest Investor Associates I-B, LLC | Real Estate | $16.8M | $4.9M | 59 | Apr 2025 | Cool |
| Fdg Stonecrest Investor Associates Ii-A, LLC | Real Estate | $6.7M | $13.1M | 77 | Apr 2025 | Cool |
| Fdg Stonecrest Investor Associates Ii-B, LLC | Real Estate | $4.1M | $3.5M | 59 | Apr 2025 | Cool |
| Forum Structured Finance LP | Real Estate | $278.5M | $19.8M | 20 | Jan 2024 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 297582
- SEC file number
- 801-120917
Sources
- SEC Form ADV Oct 14, 2026