Forum Financial Management, LP
All 13F Filings
- Location
- Lombard, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,686,909
- Description
- Lombard Illinois based independent investment platform with a partner led organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for risk aware portfolio mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through portfolio concentration discipline and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 1,012 | 7,686,909 | 13F-HR | Forum Financial Management, LP |
| Q3 2025 | 10/24/2025 | 1,008 | 7,307,418 | 13F-HR | Forum Financial Management, LP |
| Q2 2025 | 7/30/2025 | 952 | 6,574,149 | 13F-HR | Forum Financial Management, LP |
| Q1 2025 | 5/2/2025 | 868 | 6,041,849 | 13F-HR | Forum Financial Management, LP |
| Q4 2024 | 2/20/2025 | 891 | 6,035,606 | 13F-HR/A - RESTATEMENT | Forum Financial Management, LP |
| Q4 2024 | 2/13/2025 | 890 | 5,929,650 | 13F-HR | Forum Financial Management, LP |
| Q3 2024 | 10/29/2024 | 767 | 6,010,030 | 13F-HR | Forum Financial Management, LP |
| Q2 2024 | 7/30/2024 | 716 | 5,527,014 | 13F-HR | Forum Financial Management, LP |
| Q1 2024 | 5/9/2024 | 741 | 5,852,063 | 13F-HR | Forum Financial Management, LP |
| Q4 2023 | 2/7/2024 | 687 | 5,306,964 | 13F-HR | Forum Financial Management, LP |
| Q3 2023 | 11/6/2023 | 640 | 4,522,969 | 13F-HR | Forum Financial Management, LP |
| Q2 2023 | 7/26/2023 | 659 | 4,463,840 | 13F-HR | Forum Financial Management, LP |
| Q1 2023 | 4/19/2023 | 620 | 3,459,773 | 13F-HR | Forum Financial Management, LP |
| Q4 2022 | 1/24/2023 | 594 | 3,035,413 | 13F-HR | Forum Financial Management, LP |
| Q3 2022 | 11/7/2022 | 543 | 2,074,124 | 13F-HR | Forum Financial Management, LP |
| Q2 2022 | 8/15/2022 | 576 | 1,985,706 | 13F-HR | Forum Financial Management, LP |
| Q1 2022 | 5/16/2022 | 611 | 2,072,625 | 13F-HR | Forum Financial Management, LP |
| Q4 2021 | 2/18/2022 | 657 | 1,943,964 | 13F-HR | Forum Financial Management, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.746 M | 87.8% | 341.3 K | 0 | 341.3 K |
| ETFs | 939.1 K | 12.2% | 38.81 K | 0 | 38.81 K |
| Other | 930 | 0.0% | 12 | 0 | 12 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
7,686,909
Holdings
1012
QoQ value change ($000)
379,491
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.