DFX Intelligence

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RIA / WealthPrivate fundreal estate fund3(c)(1)

FORUM GLOBAL INVESTMENTS, LP

advised by FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:956c9945-0a87-b108-aebe-90372ce9a5dc

Data as of Apr 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 1, 2021 to Apr 16, 2024
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Forum Global Investments, LP

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: FORUM PARTNERS INVESTMENT MANAGEMENT LLCCRD 161192
Fund type: Real Estate Fund
Latest reported GAV: $8.9Mgross asset value on Schedule D 7.B(1), as of 2024-04-16; never fund size
Peak reported GAV: $8.9M
Beneficial owners: 87
Minimum investment: $25,000
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-358463an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Apr 1, 2021
Last reported: Apr 16, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 5
Fund id: 805-6369200109

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Apr 16, 2024	$8.9M	87	$25,000	10000.0%	yes	FORUM GLOBAL INVESTMENTS, LP
Apr 10, 2023	$6.7M	87	$25,000	10000.0%	yes	FORUM GLOBAL INVESTMENTS, LP
Mar 31, 2023	$6.7M	87	$25,000	10000.0%	yes	FORUM GLOBAL INVESTMENTS, LP
Apr 14, 2022	$7.5M	90	$25,000	10000.0%	yes	FORUM GLOBAL INVESTMENTS, LP
Apr 1, 2021	$710,768	15	$25,000	0.0%	yes	FORUM GLOBAL INVESTMENTS, LP

Relationships

Advises (1)

← FORUM PARTNERS INVESTMENT MANAGEMENT LLCRegistered adviserReal Estate Fund, ERA
Apr 1, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:956c9945-0a87-b108-aebe-90372ce9a5dc
First observed: Apr 1, 2021
Last observed: Apr 16, 2024 29 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORUM GLOBAL INVESTMENTS, LP

advised by FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:956c9945-0a87-b108-aebe-90372ce9a5dc

Data as of Apr 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Apr 16, 2024

$8.9M

$25,000

10000.0%

yes

FORUM GLOBAL INVESTMENTS, LP

Apr 10, 2023

$6.7M

$25,000

10000.0%

yes

FORUM GLOBAL INVESTMENTS, LP

Mar 31, 2023

$6.7M

$25,000

10000.0%

yes

FORUM GLOBAL INVESTMENTS, LP

Apr 14, 2022

$7.5M

$25,000

10000.0%

yes

FORUM GLOBAL INVESTMENTS, LP

Apr 1, 2021

$710,768

$25,000

0.0%

yes

FORUM GLOBAL INVESTMENTS, LP