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FORUM MARKETS Inc
FORUM MARKETS Inc is registered with the U.S. Securities and Exchange Commission as an investment adviser.
FORUM MARKETS Inc
FORUM MARKETS Inc is registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm's Form ADV filings indicate it serves a small number of clients, charging fees structured as a percentage of assets under management alongside performance-based compensation in certain arrangements. The firm does not publicly disclose underlying wealth origins or a family-office lineage. The firm's investment strategy, as reflected in regulatory disclosures, spans pooled investment vehicles and separately managed accounts. Reported asset allocations historically show a tilt toward equities and private fund interests, though precise portfolio composition is absent from public filings. The firm does not publicize discrete portfolio company names or fund structures. Scale data remains opaque. The last available ADV filing showed regulatory assets under management below the large-adviser threshold, with a small team and no disclosed satellite offices. No philanthropic vehicles or adjacent operating businesses have been identified in public records. No material operational event from the last 24 months has been reported in major financial media. FORUM MARKETS Inc's structure as a lean, low-profile advisory practice — rather than a multi-strategy platform or institutional manager — differentiates it. The absence of a public brand or marketing footprint suggests a reliance on private relationships and referral sourcing.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is FORUM MARKETS Inc a family office?
Public filings do not identify FORUM MARKETS Inc as a single or multi-family office. The firm is registered as an investment adviser and does not disclose a single-family wealth origin.
What is FORUM MARKETS Inc's approach to performance fees?
The firm's SEC filings indicate it may charge performance-based fees to certain clients. The specific hurdle rates or profit-sharing structures are not disclosed in public documents.
Does FORUM MARKETS Inc manage public or private investments?
Regulatory disclosures show the firm advises both pooled investment vehicles and separately managed accounts. Public records suggest exposure to listed equities and private fund interests, though the firm does not publish a holding list.
Who runs investment decisions at FORUM MARKETS Inc?
The firm has not publicized the names of its key investment professionals. Its SEC Form ADV filings list a small number of control persons, none of whom have a widely known public profile in institutional allocator circles.
Is FORUM MARKETS Inc a hedge fund manager?
The firm qualifies as a hedge fund adviser under the definition used in Form ADV — it advises pooled investment vehicles that may charge performance fees — though it does not operate a publicly visible brand, and its total regulatory assets under management are modest relative to institutional hedge fund platforms.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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