FORUM PARTNERS INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 161192
- Registered since
- May 29, 2020
- Website
- www.forumpartners.com
Firm profile
FINTRXOverview
Forum Partners Investment Management LLC is a privately held SEC-registered advisory firm formed as an LLC in 2020. The firm functions principally as an adviser and sponsor: it serves as a general partner and managing member of pooled investment vehicles rather than operating primarily as a retail wealth manager. Its activity centers on running and managing private funds, with a visible emphasis on private equity and real estate strategies. Forum Partners reports fully discretionary management of its assets and is not described as an active ESG investor or a capital allocator. Public-facing client categories and fee schedules are not specified in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RUSSELL PLATT
Co-Founder and CEOCRD 1567825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- The Sq 700 S Rosemary Ave
- Time zone
- ET (UTC-5)
- Office locations
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