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Forum Private Client Group
FORUM PRIVATE CLIENT GROUP is an SEC-registered investment adviser in FISHERS, IN, since 2014. The firm manages $403 million in assets, with $381 million on a...
Forum Private Client Group
FORUM PRIVATE CLIENT GROUP is an SEC-registered investment adviser in FISHERS, IN, since 2014. The firm manages $403 million in assets, with $381 million on a discretionary basis. It has 11 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fishers
Corporate office
Chicago, IL, United States
Additional offices
New York, NY, United States
Principals
Jeff Davis
Managing Director
John Maher
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Forum Private Client Group?
Jeff Davis and John Maher serve as Managing Directors and lead the firm's investment and advisory decisions (per public record). They set the firm's strategic direction and oversee portfolio construction for each family client.
Does Forum Private Client Group invest directly or only through funds?
The firm uses separate accounts for most clients, allowing customization of asset allocation. It often accesses alternative strategies through funds but also makes direct co-investments in private equity and real estate when opportunities align with client needs (per public record).
What minimum wealth threshold does Forum Private Client Group require for clients?
The firm does not publicly disclose a minimum net worth requirement. However, its service model is explicitly marketed to ultra-high-net-worth families, implying a significant threshold likely above $10 million in investable assets.
How is Forum Private Client Group related to Forum Capital or other Forum entities?
Forum Private Client Group operates independently and is not affiliated with Forum Capital Group, a separate entity involved in investment banking and credit. The firms share the 'Forum' name but have distinct ownership and leadership (per public record).
Does Forum Private Client Group offer philanthropic advisory services?
Yes, the firm coordinates philanthropic planning for families that wish to establish charitable trusts, donor-advised funds, or private foundations. These services are integrated with estate planning and tax strategy to maximize impact and tax efficiency (per the firm's public communications).
What investment stages does Forum Private Client Group typically target?
The firm does not target specific stages of company development. Its portfolio construction spans liquid public markets, growth-equity and buyout funds, and direct real assets — all across alternative and traditional asset classes — depending on each family's goals.
Where does the underlying wealth come from for Forum Private Client Group's clients?
The firm does not disclose the specific sources of wealth for its clients, but by its focus on ultra-high-net-worth families, the capital likely originates from successful business ownership, corporate executive compensation, multigenerational wealth, and professional services.
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