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Building 2FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Map pinOLD GREENWICH, CT
Phone203-302-3301
NotebookSEC #801-73675
Total AUM
$189.6M
Employees
19
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 E. PUTNAM AVENUE
SUITE 205
OLD GREENWICH
CT 06870-1366
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
203-302-3301
Other Offices
4

ReceiptFinancials

Total AUM
$189.6M
Accounts
7
Discretionary
$189.6M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$189.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNM

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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