← Directory
FORUM FINANCIAL MANAGEMENT, LP
CRD 145706File 801-69970
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.69B
Top 10% of cohort (national)
Discretionary AUM
$8.69B
Clients
5,841
19,838 accounts
Employees
143
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 9, 2009
- Principal office
- 1900 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, 60148
- Phone
- (630) 873-8520
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.69B
- Discretionary AUM
- $8.69B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 19,838
- Non-discretionary accounts
- 0
- Total accounts
- 19,838
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 76 | $306.9M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 9 | $12.6M |
| Other investment advisers | 13 | $1.24B |
| High net worth individuals | 1,719 | $5.67B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 121 | $28.1M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 3,903 | $1.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.