# Forum Health

Forum Health is an Asset Manager based in Flint, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Flint, United States
- **Region:** North America
- **Address:** Flint, MI, United States
- **Assets under management:** Undisclosed
- **Website:** www.forumhealth.com
- **LinkedIn:** https://www.linkedin.com/company/forum-health

## Regulatory record

- **Reports private funds:** No

## About

Visit Forum Health Functional Medicine for personalized healthcare on your journey to wellness. Hormone health, weight loss, & integrative medicine.

## Sectors

- Healthcare Services
- Digital Health

## Offices

- Austintown, OH
- Gilbert, AZ
- Tampa, FL

## People

- Phil Hagerman — Chairman and CEO
- Adam Puttkammer — President
- Andrew Petersen, DO — Chief of Staff & Cofounder
- Shilpa P. Saxena, MD — Chief Medical Officer
- Lisbeth Roy, DO — Chief Strategy Officer

## Questions

### What is Forum Health's business model exactly?

Forum Health operates as a direct owner-operator of integrative and functional medicine clinics. It acquires existing practices, integrates them under a shared brand, and equips them with central services including its EMR platform Power2Practice, supplement line Inwell Biosciences, and the affiliated Strive Pharmacy. The model combines clinical service revenue with product and pharmacy margin.

### What does the 'Forum Health Enterprises' structure include?

Forum Health Enterprises, Inc. is the parent entity with three identified components: the Forum Health clinic network, the nutraceutical arm Inwell Biosciences, and the practice management software company Power2Practice. This structure allows the firm to earn revenue from patient care, the products prescribed during that care, and the software that manages it.

### Who leads the investment and acquisition strategy?

Chairman and CEO Phil Hagerman leads strategy with a track record of scaling Diplomat Pharmacy into the nation's largest independent specialty pharmacy. President Adam Puttkammer oversees the operational integration of acquired clinics and affiliated entities. The firm advertises clinic locations and a careers page but does not publicly name a dedicated head of M&A.

### Does Forum Health accept institutional capital or co-invest?

Forum Health has not disclosed any institutional limited partners or co-investment programs. The organization presents as a privately held operating company supported by its founders, rather than a fund-based manager. There is no public record of it participating as a limited partner in other GPs' funds.

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Last updated: 2026-06-03T20:00:00.000Z

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