FORUM PARTNERS INVESTMENT MANAGEMENT LLC
CRD #161192 SEC #802-118988 WEST PALM BEACH, FL 561-515-6046
State Registered Exempt Reporting Private Funds
Total AUM
$189.6M
Discretionary
$189.6M
Employees
19
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2019 | $189.6M | $189.6M | $0 | 19 | 0 |
| Mar 2019 | $189.6M | $189.6M | $0 | 19 | 0 |
| Sep 2018 | $469.4M | $469.4M | $0 | 27 | 0 |
| Jun 2018 | $469.4M | $469.4M | $0 | 27 | 0 |
| Mar 2018 | $469.4M | $469.4M | $0 | 27 | 0 |
| Jun 2017 | $782.8M | $782.8M | $0 | 35 | 11 |
| Mar 2017 | $782.8M | $782.8M | $0 | 35 | 11 |
| Dec 2016 | $1.1B | $1.1B | $0 | 40 | 11 |
| Mar 2016 | $1.1B | $1.1B | $0 | 40 | 11 |
| Mar 2015 | $1.2B | $1.2B | $0 | 44 | 1 |
| Mar 2014 | $1.5B | $1.5B | $0 | 51 | 1 |
| Apr 2013 | $1.8B | $1.8B | $0 | 50 | 1 |
| Mar 2013 | $1.7B | $1.7B | $0 | 50 | 1 |
| Feb 2012 | $1.7B | $1.7B | $0 | -- | 1 |
DateOct 2019
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees19
Clients0
DateSep 2018
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees27
Clients0
DateJun 2018
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees27
Clients0
DateMar 2018
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees27
Clients0
DateJun 2017
Total AUM$782.8M
Discretionary$782.8M
Non-Disc.$0
Employees35
Clients11
DateMar 2017
Total AUM$782.8M
Discretionary$782.8M
Non-Disc.$0
Employees35
Clients11
DateDec 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees44
Clients1
DateMar 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients1
DateApr 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees50
Clients1
DateMar 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees50
Clients1
DateFeb 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients1