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FORUM FINANCE
Legal name: THE FORUM FINANCE GROUP SA
CRD 284407File 801-108036
APPROVED
Retail clients
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.21B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Non-discretionary $608.0M
Clients
680
678 accounts
Employees
27
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 26 | 27 | increased by1 |
| Jan 1, 2026 | Clients | 584 | 680 | increased by96 |
| Jan 1, 2026 | AUM | $2,024,000,000 | $2,208,000,000 | increased by$184,000,000 |
| Jan 1, 2026 | Accounts | 584 | 678 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 26 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 574 | 584 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,925,290,387 | $2,024,000,000 | increased by$98,709,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 574 | 584 | increased by10 |
| Jan 1, 2022 | Clients | 577 | 574 | decreased by3 |
| Jan 1, 2022 | AUM | $1,533,337,000 | $1,925,290,387 | increased by$391,953,387 |
| Jan 1, 2022 | Accounts | 577 | 574 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORUM FINANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORUM FINANCE” may also match similarly-named firms). Confirm identity against each filing.
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.