{
  "crd_number": 161192,
  "slug": "forum-partners-investment-management-llc-west-palm-beach-fl-161192",
  "primary_business_name": "FORUM PARTNERS INVESTMENT MANAGEMENT LLC",
  "legal_name": "FORUM PARTNERS INVESTMENT MANAGEMENT LLC",
  "dbas": [
    "FORUM EUROPEAN REALTY INVESTMENT MANAGEMENT III LLC",
    "FORUM GLOBAL INVESTMENTS MANAGER LLC",
    "FORUM NEW YORK APARTMENTS GP LLC"
  ],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2020-05-29",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://forumpartners.com",
    "https://linkedin.com/COMPANY/FORUM-PARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161192",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/forum-partners-investment-management-llc-west-palm-beach-fl-161192",
  "display_name": "Forum Partners Investment Management LLC",
  "summary": "Forum Partners Investment Management LLC is an exempt reporting adviser in West Palm Beach, FL, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Forum Partners Investment Management LLC (CRD 161192): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Forum Partners Investment Management LLC located?",
      "a": "Forum Partners Investment Management LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Forum Partners Investment Management LLC report to regulators?",
      "a": "Forum Partners Investment Management LLC is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 161192."
    },
    {
      "q": "Does Forum Partners Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161192"
    },
    {
      "q": "What changed in Forum Partners Investment Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Santa Fe, NM."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-04-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Santa Fe, NM."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/forum-partners-investment-management-llc-west-palm-beach-fl-161192.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}