FORUM PRIVATE CLIENT GROUP LLC
SEC file number 801-71337
· FISHERS, IN
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$75.8M
Discretionary AUM
$0
Employees
—
Clients
300
Firm
- Address
- 11313 USA PARKWAY
FISHERS, IN 46037-0000 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Baseline Forum LLC Low name-match confidence · CIK 2063560 · AZ
- Deltec Forum Fund, L.P. Low name-match confidence · CIK 1043587 · NY
- FORUM CAPITAL PARTNERS Low name-match confidence · CIK 1067406 · PA
- Forum Exchange I DST Low name-match confidence · CIK 2104808 · CO
- Forum Galaxy Holdings, L.P. Low name-match confidence · CIK 2069638 · FL
- Forum Global Data Center Holdings, L.P. Low name-match confidence · CIK 2081018 · FL
- Forum Global Storage Holdings, L.P. Low name-match confidence · CIK 2051754 · FL
- Forum Investor at Times Square, LLC Low name-match confidence · CIK 2084257 · FL
- Forum Multifamily Real Estate Investment Trust, Inc. Low name-match confidence · CIK 1979312 · CO
- Forum on Fulshear Bend Investors, LLC Low name-match confidence · CIK 2122353 · TX
- Forum Ventures Accelerator Fund VI, L.P. Low name-match confidence · CIK 2056031 · CT
- Forum Ventures ACS Series B, LLC Low name-match confidence · CIK 2140957 · CT
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Deltec Forum Fund, L.P. · D/A · Oct 20, 2026
-
Forum Multifamily Real Estate Investment Trust, Inc. · D · Aug 7, 2026
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Forum Ventures ACS Series B, LLC · D · Jul 23, 2026$9.7M
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Forum on Fulshear Bend Investors, LLC · D · Mar 25, 2026$2.2M
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Forum Global Storage Holdings, L.P. · D/A · Mar 6, 2026$10M
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Forum Exchange I DST · D · Jan 16, 2026$41.9M
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Forum Multifamily Real Estate Investment Trust, Inc. · D/A · Jan 13, 2026$325M
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Deltec Forum Fund, L.P. · D/A · Oct 20, 2025
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Forum Investor at Times Square, LLC · D · Sep 3, 2025$80M
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Forum Global Data Center Holdings, L.P. · D · Aug 27, 2025$10M
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Forum Galaxy Holdings, L.P. · D/A · Aug 6, 2025$5M
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Forum Galaxy Holdings, L.P. · D · May 21, 2025$5M
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Baseline Forum LLC · D · Apr 3, 2025$3.4M
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Forum Ventures Accelerator Fund VI, L.P. · D · Mar 31, 2025
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FORUM CAPITAL PARTNERS · D/A · Feb 26, 2025
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Forum Global Storage Holdings, L.P. · D/A · Feb 5, 2025$10M
-
Forum Multifamily Real Estate Investment Trust, Inc. · D/A · Jan 13, 2025$325M
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Forum Global Storage Holdings, L.P. · D · Jan 13, 2025$10M