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Forum Wealth Group
Forum Wealth Group is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Forum Wealth Group
FORUM WEALTH GROUP is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in — New York.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Forum Wealth Group?
Investment decisions are made by the firm's investment committee, whose members are not publicly named. The firm employs a team-based approach rather than naming a single CIO externally.
How does Forum Wealth Group source proprietary deal flow?
The firm sources direct-investment opportunities through its network of institutional GP relationships and co-investment partners. It does not maintain an in-house sourcing team for venture-stage deals.
Is Forum Wealth Group structured as a single family office or does it operate more like a wealth advisory firm?
Forum Wealth Group is structured as a multi-family office and registered investment advisor (RIA), serving multiple unrelated families. It does not manage a single concentrated fortune.
Does Forum Wealth Group participate in fund commitments or only direct deals?
The firm uses both structures: it commits capital to institutional funds (private equity, private credit, real estate) and also makes direct co-investments alongside those managers.
What investment stages does Forum Wealth Group typically target?
The firm targets diversified allocations across asset classes, with an emphasis on direct lending, opportunistic real estate, and later-stage private equity. It does not focus on early-stage venture capital.
Which sectors does Forum Wealth Group explicitly avoid?
The firm has not publicly disclosed any explicit sector exclusions beyond standard fiduciary constraints (no speculative instruments for core portfolios).
Where does the underlying wealth come from for Forum Wealth Group clients?
Wealth origins vary across client families and include inherited wealth, proceeds from operating businesses, and realized equity from corporate liquidity events. The firm does not disclose specific client backgrounds.
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