Forum Partners Investment Management LLC

Forum Partners Investment Management LLC, also known as FORUM PARTNERS INVESTMENT MANAGEMENT LLC, is a Limited Liability Company based in Delaware with 19 employees, 50% of whom are advisors. The number of clients served by the firm is unknown. The SEC has approved the firm's status, with its registration date confirmed as March 16, 2012.

• ANDREW NICHOLAS WALKER

  ELECTED MANAGER AND MEMBER: MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER EUROPE OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns more than 10% but less than 25%

• BENJAMIN WILLIAM EDWARD MORGAN

  EXECUTIVE DIRECTOR AND GENERAL COUNSEL OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns less than 5%

• CAROLINE SNEATH MCBRIDE

  ELECTED MANAGER (HOLDING C SHARES) AND MEMBER: SENIOR ADVISER OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns less than 5%

• GROUPE LA FRANÇAISE

  MEMBER: DIRECT OWNER (HOLDING F SHARES) OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns more than 10% but less than 25%

• JOSEPH FRANCIS STOWELL III

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PANTHER FAMILY LIMITED PARTNERSHIP

  MEMBER: DIRECT OWNER (HOLDING A SHARES) OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns more than 10% but less than 25%

• RUSSELL CHRISTOPHER PLATT

  ELECTED MANAGER AND MEMBER: MANAGING DIRECTOR, CEO, AND CIO (US & ASIA) OF FORUM PARTNERS INVESTMENT MANAGEMENT LLC owns more than 25% but less than 50%

• GREPPON ACQUIRORS LLC

  DISREGARDED ENTITY owns more than 50% but less than 75%

• CAISSE FEDERALE DU CREDIT MUTUEL NORD EUROPE

  PARENT owns 75% or more

• CAROLINE SNEATH MCBRIDE

  GENERAL PARTNER

• GREPPON ADVISORS LLC

  DIRECT OWNER owns 75% or more

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