FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
161192
Registered since
May 29, 2020

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RUSSELL PLATT

    Co-Founder and CEOCRD 1567825

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth