Forum Capital Advisors LLC
SEC RegisteredEmpowering Individual Investors by Strategically Investing Through Real Estate Cycles.
About the firm
Forum built its foundation in development and evolved into acquisitions and financing, providing access to a range of real estate investments. The firm leverages its 19+ year history to develop, acquire, finance and/or allocate to debt, private credit, and equity in private real estate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Real estate debt, real estate credit, real estate equity, and real estate exchange investment strategies focused on income and growth while allocating to multifamily real estate.
Who they serve
Individual investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $823M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 3(c)5(C) Class T/S/D/I shares and OP Units | 1.25% |
| 3(c)5(C) Class C-I/C-S/F-I/F-S shares and OP Units | 0.75% |
| 3(c)5(C) DST interests | 0.75% |
| FSF - capital commitment less than $1,000,000 | 1.50% |
| FSF - capital commitment $1,000,000 to <$2,500,000 | 1.40% |
| FSF - capital commitment $2,500,000 to <$5,000,000 | 1.30% |
| FSF - capital commitment $5,000,000+ | 1.20% |
| FSF initial closing - capital commitment less than $500,000 | 1.50% |
| FSF initial closing - capital commitment $500,000 to <$5,000,000 | 1.35% |
| FSF initial closing - capital commitment $5,000,000 to <$10,000,000 | 1.20% |
| FSF initial closing - capital commitment $10,000,000+ | 1.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Forum Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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