Forum Capital Advisors LLC

Fee-Only (% of Portfolio)

Forum Capital Advisors (FCA) manages investments for registered closed-end investment companies and private pooled investment vehicles. FCA's investment approach focuses on hard-asset-backed public debt and private credit opportunities, leveraging the experience of its affiliate, Forum Real Estate Group. FCA does not directly manage investments for individual investors.

Assets Under Management$990M
Clients7
Advisors1
Avg. per Client$140M
Avg. per Advisor$990M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Forum Capital Advisors LLC | TrueAdvisor