FORUM FINANCE

Legal name: THE FORUM FINANCE GROUP SA

CRD 284407File 801-108036

APPROVED

Retail clients

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.21B

Top 25% of cohort (national)

Discretionary AUM

$1.60B

Non-discretionary $608.0M

Clients

680

678 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Jul 1, 2016
Principal office: RUE DU RHONE 65, GENEVA, CH-1204
Phone: +41 22 552 83 00
Website: HTTPS://BUSINESS.GOOGLE.COM/U/0/DASHBOARD/L/00040452954381389514?HL=FR-CH&UTM_SOURCE=GOOGLE&UTM_MEDIUM=ET&UTM_CAMPAIGN=WW-WW-ET-

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.21B
Discretionary AUM: $1.60B
Non-discretionary AUM: $608.0M
Discretionary accounts: 529
Non-discretionary accounts: 149
Total accounts: 678
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	70	$403.0M
High net worth individuals	279	$1.40B
Pooled investment vehicles	2	$205.0M
Individuals (other than high net worth individuals)	329	$200.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Commissions
Other (described) — FUND RETROCESSIONS
Performance-based fees
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.