Contact Email info@forumcp.com
Phone Number (212) 290-1787

Two Grand Central Tower 140 East 45th St 40th Fl

Contact Email info@forumcp.com

Successfully partnering with investment managers and limited partners since 2001

Founded in 2001, Forum Capital Partners is a leading, independent placement agent and fundraising advisor to top-tier private investment managers. Forum partners with both established and emerging managers seeking to diversify and enhance their investor base by raising institutional capital for buyout, growth equity, real estate, infrastructure, natural resources, secondary and other private investment strategies on a global basis. Forum provides investment managers with comprehensive fund advisory and placement services for primary, direct and secondary mandates. Forum was founded by Jeffrey Stern and Robert Schwabe as the successor to the private equity business they built and managed at CIBC Oppenheimer and its predecessor firm. Jeff and Bob have worked together since 1994 and have raised nearly $10 billion in institutional capital for private investment funds, direct private equity deals, and secondary transactions globally.

Fund
Placement

Distinguishing a private equity fund in a crowded marketplace requires proper positioning. Forum works most effectively with fund management teams well in advance of entering the market to streamline the marketing process and minimize the time clients spend fundraising.

Secondary Transactions

In addition to our core fund placement services, Forum advises fund sponsors experiencing dislocation within their investor bases and intermediates creative, collaborative solutions designed to address the objectives of all parties.

Direct and Co-Investments

As the private equity landscape has changed over the past few years, the independent or “fundless” sponsor market has grown considerably, as has institutional LP appetite for direct private equity transactions.

1
+
Years of History
1
+
LP Commitments
1
+
Billion Raised
1
+
Successful Mandates
Copyright © Forum Capital Securities 2017. Forum Capital Securities, LLC is a Registered Broker-Dealer and a member of FINRA and SIPC.