Forum Partners Investment Management LLC
Forum Partners Investment Management LLC (CRD# 161192) is a financial advisory firm headquartered in Old Greenwich, CT. They manage $782,773,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management783MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$71,161,182
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)