Overview
Forum Capital Advisors LLC (“FCA” or “Forum”) is an SEC-registered investment adviser established under the
laws of Delaware with its principal place of business in Denver, Colorado. FCA was founded by Darren Fisk, the
Firm’s CEO. FCA is owned by Forum Investment Group LLC, which is owned by Darren Fisk. FCA provides
discretionary investment management services to pooled investment vehicles organized as a registered closed-end
investment company (“Registered Fund”), and private investment funds (“Private Funds”). FCA provides non-
discretionary services to a pooled investment fund managed by an independent third-party SEC registered investment
adviser (“Sub-Advised Fund”). The Registered Fund and Private Funds are referred to herein as “Clients” or
“Funds.” Throughout this Brochure, FCA, together with certain affiliate entities, including affiliated
general partners,
are referred to as “FCA,” the “Firm,” “we,” “us,” and “our.”
FCA focuses on identifying commercial real estate-backed debt investment opportunities up and down the capital
stack and throughout market cycles, as an alternative to traditional fixed-income.
FCA manages each Fund based on such Fund’s investment objectives and strategy and not pursuant to investment
restrictions of any specific investor. A Fund’s investment objectives and strategies can be found in each Fund’s
governing documents and offering documents (the “Fund Documents”). The Fund Documents should be read
carefully prior to investing. Please refer to Item 8 for information on our methods of analysis and investment
strategies.
As of December 31, 2022, Forum Capital Advisors LLC managed approximately $109,221,103 of regulatory assets
on a discretionary basis.