# Forum Partners Investment Management LLC

> 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.

- CRD: 161192
- Filed as: FORUM PARTNERS INVESTMENT MANAGEMENT LLC
- Also doing business as: FORUM EUROPEAN REALTY INVESTMENT MANAGEMENT III LLC, FORUM GLOBAL INVESTMENTS MANAGER LLC, FORUM NEW YORK APARTMENTS GP LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161192
- AdvisorCensus page: https://advisorcensus.com/firm/forum-partners-investment-management-llc-west-palm-beach-fl-161192

## Quick answers

**Where is Forum Partners Investment Management LLC located?**
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).

**How does Forum Partners Investment Management LLC report to regulators?**
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.

**Does Forum Partners Investment Management LLC report any disciplinary disclosures?**
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

**What changed in Forum Partners Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Santa Fe, NM.

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (6 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- Sydney

### Websites listed on Form ADV (Item 1.I)
- forumpartners.com
- LinkedIn @FORUM-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | April 1, 2021 |
| October 2022 | Not reported | Not reported | April 14, 2022 |
| October 2023 | Not reported | Not reported | April 10, 2023 |
| October 2024 | Not reported | Not reported | April 16, 2024 |
| October 2025 | Not reported | Not reported | July 23, 2025 |
| October 2026 | Not reported | Not reported | March 30, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Santa Fe, NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forum Partners Investment Management LLC (CRD 161192): Form ADV filing data as of October 2026.
