PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:48 AM ET

Sponsor Check › Sponsor group

F

Forum

One sponsor team, 42 deal companies · Glendale, CO

Grouped because: 17 shared people, 8 shared management entities, same business address (41 issuers), similar issuer names (24) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

42deal companies
$786.3Mreported sold
4,082investors
60Form D filings
2014–2026active
4new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 19, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 23, 2026, 9:21 PM ET

The short version

Forum is a sponsor group of 42 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared management entity, similar issuer names; automatic match from the filings), filing 60 Form D filings between Nov 2014 and Oct 2026.

What this means One team, 42 deal companies, about 12 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $786.3M to 4,082 investors (latest filing per issuer). Industries as reported: Residential (15), Commercial (11), Pooled Investment Fund (10), Other Real Estate (3) and 2 more. Issuers are based in CO (42).

What this means $786.3M raised across the group, about $193K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Darren Fisk (39 issuers, executive officer, director, and promoter), Kevin Foltz (32 issuers, executive officer, director, and promoter), Forum Management, Inc. (30 issuers, executive officer, director, and promoter, entity), Forum Real Estate Group, LLC (12 issuers, executive officer, director, and promoter, entity), Donald MacKenzie (11 issuers, executive officer and director) and 49 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 4 new offerings in the last 12 months; latest filing Oct 19, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: FORUM CAPITAL ADVISORS LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 7 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 9 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 60 public filings for Forum and found 14 differences, 8 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Forum has not run yet — it is joining a line of 27,667 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

7 cases: 1 open, 4 dismissed, 2 judgment

FDG Parallel Associates, LLC v. Ariston USA, LLC open
District Court, D. Colorado · No. 1:26-cv-01372 · Filed Mar 31, 2026
Role of FDG Parallel Associates, LLC: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (CO)
NATIONAL RAILROAD PASSENGER CORPORATION v. FORUM, INC. dismissed matched at sponsor-group level (Forum)
District Court, District of Columbia · No. 1:05-cv-01837 · Filed Sep 16, 2005 · Closed Apr 5, 2007 · Nature of suit: 190 Other contract actions
Role of FORUM, INC.: Defendant · Outcome: Terminated 2007-04-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DC (not the issuer's state); filed 2005, issuer incorporated 2014
Freeman-Bey v. The Forum LTD judgment matched at sponsor-group level (Forum)
District Court, S.D. Texas · No. 4:01-cv-00243 · Filed Jan 24, 2001 · Closed Jun 17, 2002 · Nature of suit: 370 Other fraud
Role of The Forum LTD: Defendant · Outcome: Terminated 2002-06-17 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state); filed 2001, issuer incorporated 2014
Design Galleries Inc v. Forum Inc dismissed matched at sponsor-group level (Forum)
District Court, N.D. Illinois · No. 1:92-cv-04511 · Filed Jul 10, 1992 · Closed Mar 24, 1993 · Nature of suit: 190 Other contract actions
Role of Forum Inc: Defendant · Outcome: Terminated 1993-03-24 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1992, issuer incorporated 2014
Harry Walker Agcy v. Forum Inc, The judgment matched at sponsor-group level (Forum)
District Court, E.D. Michigan · No. 2:89-cv-70164 · Filed Jan 17, 1989 · Closed Aug 31, 1989 · Nature of suit: 190 Other contract actions
Role of Forum Inc, The: Defendant · Outcome: Terminated 1989-08-31 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 1989, issuer incorporated 2014
FORUM CO v. BURNWORTH dismissed matched at sponsor-group level (Forum)
District Court, S.D. New York · No. · Filed Feb 22, 1988 · Closed Mar 3, 1989 · Nature of suit: 190 Other contract actions
Role of FORUM CO: Plaintiff · Outcome: Terminated 1989-03-03 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1988, issuer incorporated 2014
IN RE FORUM LTD v. NY STATE E dismissed matched at sponsor-group level (Forum)
District Court, S.D. Texas · No. · Filed Oct 5, 1987 · Closed Dec 17, 1987 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of FORUM LTD: Plaintiff · Outcome: Terminated 1987-12-17 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state); filed 1987, issuer incorporated 2014
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:21 PM ET for 1 of 42 issuers.

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

Searched so far: 1 of 42 issuers in this group; 41 still to be searched (24 in line). Results are added automatically.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

The Forum, Inc. closed matched at sponsor-group level (Forum)
United States Bankruptcy Court, W.D. North Carolina · No. 04-31776 · Filed May 17, 2004 · Closed Jan 24, 2007
Role of The Forum, Inc.: Debtor · Outcome: Case closed 2007-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 2004, issuer incorporated 2014
Enron Corp. v. The Forum Corporation closed matched at sponsor-group level (Forum)
United States Bankruptcy Court, S.D. New York · No. 03-92875 · Filed Nov 13, 2003 · Closed Nov 30, 2004
Role of The Forum Corporation: Defendant · Outcome: Case closed 2004-11-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 2003, issuer incorporated 2014
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Forum — 8 worth asking about (compared the newest 50 of 60 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 3, 2025 – Apr 9, 2025

Amount sold went down between filings — FDG Stonecrest Investor Associates I-B, LLC

The Jan 3, 2025 filing says $5,204,126 sold; the Apr 9, 2025 Form D/A says $4,926,938 sold — $277,188 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Jan 3, 2025 ↗Form D/A (later) · Apr 9, 2025 ↗FDG Stonecrest Investor Associates I-B, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 3, 2025 – Apr 9, 2025

Amount sold went down between filings — FDG Stonecrest Investor Associates II-B, LLC

The Jan 3, 2025 filing says $3,713,874 sold; the Apr 9, 2025 Form D/A says $3,516,062 sold — $197,812 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Jan 3, 2025 ↗Form D/A (later) · Apr 9, 2025 ↗FDG Stonecrest Investor Associates II-B, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 3, 2025 – Apr 9, 2025

Investor count went down between filings — FDG Stonecrest Investor Associates I-B, LLC

The Jan 3, 2025 filing reports 65 investors; the Apr 9, 2025 Form D/A reports 59 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Jan 3, 2025 ↗Form D/A (later) · Apr 9, 2025 ↗FDG Stonecrest Investor Associates I-B, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 3, 2025 – Apr 9, 2025

Investor count went down between filings — FDG Stonecrest Investor Associates II-B, LLC

The Jan 3, 2025 filing reports 65 investors; the Apr 9, 2025 Form D/A reports 59 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Jan 3, 2025 ↗Form D/A (later) · Apr 9, 2025 ↗FDG Stonecrest Investor Associates II-B, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 16, 2026

965% of the money raised went to insiders — Forum Exchange I DST

The Jan 16, 2026 Form D reports $358,000 sold and $3,453,795 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Forum Exchange Depositor I LLC will be responsible for paying certain fees and costs of approximately $3,453,795.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Jan 16, 2026 ↗Forum Exchange I DST — PartnerFacts page ↗
Sources
Worth asking · Oct 5, 2016 – Oct 5, 2022

Forum includes 6 deals that stopped filing before reaching their target

Forum Structured Finance Parallel LP (last filing Oct 5, 2022; $0 sold of $100,000,000); Forum Integrated Income Fund I, L.P. (last filing Oct 14, 2020; $35,905,000 sold of $300,000,000); Forum Opportunity Fund I, L.P. (last filing Apr 30, 2020; $15,500,000 sold of $300,000,000); FREG The Diplomat Holdings, LLC (last filing Dec 4, 2019; $0 sold of $16,800,000); Forum Income Partners Pool 2017-1 LLC (last filing Dec 21, 2017; $9,350,000 sold of $50,000,000); MediaShift Holdings, Inc. (last filing Oct 5, 2016; $4,115,107 sold of $26,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Forum Structured Finance Parallel LP — PartnerFacts page ↗Forum Integrated Income Fund I, L.P. — PartnerFacts page ↗Forum Opportunity Fund I, L.P. — PartnerFacts page ↗FREG The Diplomat Holdings, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 14, 2018 – Oct 19, 2026

16 Form Ds were filed more than 15 days after the first sale

Form D filed 65 days after the first sale — FDG PARALLEL ASSOCIATES, LLC · Form D filed 17 days after the first sale — FDG Encore Associates, LLC · Form D filed 25 days after the first sale — FDG Stonecrest Investor Associates I-A, LLC · Form D filed 25 days after the first sale — FDG Stonecrest Investor Associates II-A, LLC · Form D filed 25 days after the first sale — FDG Stonecrest Investor Associates I-B, LLC · and 11 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Feb 26, 2021 ↗FDG PARALLEL ASSOCIATES, LLC — PartnerFacts page ↗Form D · Oct 19, 2026 ↗FDG Encore Associates, LLC — PartnerFacts page ↗
Sources
Note · Jul 26, 2019 – Jan 8, 2024

15 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Forum Structured Finance SLP LLC (latest filing Jan 8, 2024) · No amendment in the last 12 months on an offering that may still be open — Forum Structured Finance LP (latest filing Jan 8, 2024) · No amendment in the last 12 months on an offering that may still be open — FMREIT Operating Partnership LP (latest filing Jul 14, 2023) · No amendment in the last 12 months on an offering that may still be open — FDG KALLAN ASSOCIATES, LLC (latest filing Jul 8, 2022) · No amendment in the last 12 months on an offering that may still be open — FDG BASCOM LAND ASSOCIATES, LLC (latest filing Apr 13, 2022) · and 10 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 8, 2024 ↗Forum Structured Finance SLP LLC — PartnerFacts page ↗Form D/A · Jan 8, 2024 ↗Forum Structured Finance LP — PartnerFacts page ↗
Sources
Worth asking · Sep 24, 2019 – Jan 13, 2026

5 people are no longer listed on a later amendment

JAY MILLER is no longer listed on the Jan 13, 2026 amendment — Forum Multifamily Real Estate Investment Trust, Inc. · BRIEN BIONDI is no longer listed on the Jan 13, 2026 amendment — Forum Multifamily Real Estate Investment Trust, Inc. · Michael Bell is no longer listed on the Oct 18, 2024 amendment — Forum Multifamily Real Estate Investment Trust, Inc. · PARTNERSHIP LP FMREIT OPERATING is no longer listed on the Oct 18, 2023 amendment — Forum Multifamily Real Estate Investment Trust, Inc. · Charlie O'Connell is no longer listed on the Sep 25, 2020 amendment — Forum Integrated Income Fund I, L.P.

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 13, 2025 ↗Form D/A · Jan 13, 2026 ↗JAY MILLER — PartnerFacts page ↗Forum Multifamily Real Estate Investment Trust, Inc. — PartnerFacts page ↗
Sources
Note · Sep 24, 2019 – Apr 9, 2025

8 offerings changed their target amount between filings

Offering amount changed between filings — FDG Stonecrest Investor Associates I-A, LLC · Offering amount changed between filings — FDG Stonecrest Investor Associates II-A, LLC · Offering amount lowered between filings — FDG Stonecrest Investor Associates I-B, LLC · Offering amount lowered between filings — FDG Stonecrest Investor Associates II-B, LLC · Offering amount changed between filings — Forum Multifamily Real Estate Investment Trust, Inc. · and 3 more

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Jan 3, 2025 ↗Form D/A (later) · Apr 9, 2025 ↗FDG Stonecrest Investor Associates I-A, LLC — PartnerFacts page ↗Form D (earlier) · Jan 3, 2025 ↗
Sources
Note · Jul 8, 2022 – Jan 3, 2025

EDIE SUHR is written 2 different ways on the filings

listed as "Edie Suhr" on 12 filings (from Jul 8, 2022), and "Edie M. Suhr" on 9 filings (from Jan 3, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jul 8, 2022 ↗Form D · Jan 3, 2025 ↗EDIE SUHR — PartnerFacts page ↗
Sources
Note · Oct 1, 2018 – Apr 30, 2020

Darren Fisk is written 2 different ways on the filings

listed as "Darren Fisk" on 46 filings (from Oct 1, 2018), and "Darren M. Fisk" on the Apr 30, 2020 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 1, 2018 ↗Form D · Apr 30, 2020 ↗Darren Fisk — PartnerFacts page ↗
Sources
Note · Oct 1, 2018 – Aug 13, 2019

Forum Management, Inc. is written 2 different ways on the filings

listed as "Forum Management, Inc." on 27 filings (from Oct 1, 2018), and "Forum Management," on the Aug 13, 2019 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 1, 2018 ↗Form D · Aug 13, 2019 ↗Forum Management, Inc. — PartnerFacts page ↗
Sources
Note · Apr 28, 2015 – Oct 19, 2026

Member companies were formed in 3 different states

Colorado (29), Delaware (12), Maryland (1) — out of 42 member issuers. The odd ones out: MediaShift Holdings, Inc. (Delaware); Forum Income Partners Pool 2017-1 LLC (Delaware); Forum Integrated Income Fund I, L.P. (Delaware); Forum Opportunity Fund I, L.P. (Delaware); FDG NOVATO LAND ASSOCIATES, LLC (Delaware); Forum CRE Income Fund (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Forum — sponsor group page ↗MediaShift Holdings, Inc. — PartnerFacts page ↗Forum Income Partners Pool 2017-1 LLC — PartnerFacts page ↗Forum Integrated Income Fund I, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 60 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 46 offerings report sales commissions totalling $24,761,351; 0 report finder's fees; 2 report proceeds to related persons totalling $3,603,840. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D
FDG Encore Associates, LLC
File 021-601640
$0$0$0 (est.)
Certain persons named in Item 3 and/or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Aug 7, 2026 D
Forum Multifamily Real Estate Investment Trust, Inc.
File 021-593530
$15,687,500$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Jul 10, 2026 D
FMREIT Operating Partnership LP
File 021-590398
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2026 D
Forum Exchange I DST
File 021-570215
$2,511,851 (est.)$0$3,453,795 (est.)
Forum Exchange Depositor I LLC will be responsible for paying certain fees and costs of approximately $3,453,795.
Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Jan 13, 2026 D/A
Forum Multifamily Real Estate Investment Trust, Inc.
File 021-489656
$6,562,000 (est.)$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Apr 9, 2025 D/A
FDG Stonecrest Investor Associates II-B, LLC
File 021-534136
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Apr 9, 2025 D/A
FDG Stonecrest Investor Associates I-B, LLC
File 021-534130
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Apr 9, 2025 D/A
FDG Stonecrest Investor Associates II-A, LLC
File 021-534126
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Apr 9, 2025 D/A
FDG Stonecrest Investor Associates I-A, LLC
File 021-534122
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Apr 30, 2024 D
FDG Gauge Lender, LLC
File 021-511955
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 8, 2024 D/A
Forum Structured Finance LP
File 021-454863
$0 (est.)$0 (est.)$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Jan 8, 2024 D/A
Forum Structured Finance SLP LLC
File 021-460390
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2023 D
FMREIT Operating Partnership LP
File 021-486978
$0$0$0None listed on this filingEDGAR ↗
May 19, 2023 D
FDG MEQ Erie, LLC
File 021-482181
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2023 D
FDG Gauge Investor Associates, LLC
File 021-470643
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2022 D
Forum Structured Finance Parallel LP
File 021-460736
$0$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Jul 8, 2022 D
FDG KALLAN ASSOCIATES, LLC
File 021-451710
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2022 D
FDG BASCOM LAND ASSOCIATES, LLC
File 021-441567
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2022 D
FDG EDERA ASSOCIATES, LLC
File 021-431028
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2021 D
FDG PROMENADE 3A ASSOCIATES, LLC
File 021-416172
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2021 D
FDG GLENDALE ASSOCIATES, LLC
File 021-408120
$0$0$0None listed on this filingEDGAR ↗
May 28, 2021 D
FREG BARRETT HOLDINGS, LLC
File 021-401111
$0$0$0None listed on this filingEDGAR ↗
Apr 19, 2021 D
Forum CRE Income Fund
File 021-396274
$0$0$0Foreside Funds Distributors LLC BrokerCheck CRD 31334 ↗EDGAR ↗
Feb 26, 2021 D
FDG ENOVA ASSOCIATES, LLC
File 021-390638
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2021 D
FDG PARALLEL ASSOCIATES, LLC
File 021-390636
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2021 D
FDG NOVATO LAND ASSOCIATES, LLC
File 021-388008
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2020 D/A
Forum Integrated Income Fund I, L.P.
File 021-349499
$0$0$0
An asset management fee will be paid quarterly to the Issuer's investment manager, an entity that is an affiliate of the General Partner of the Issuer.
None listed on this filingEDGAR ↗
Sep 8, 2020 D
FREG Knol Holdings, LLC
File 021-375028
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2020 D
Forum Opportunity Fund I, L.P.
File 021-366082
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2019 D
FREG The Diplomat Holdings, LLC
File 021-354685
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2019 D
FDG Hive SLC Associates, LLC
File 021-346437
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2019 D
FREG Race Court Associates, LLC
File 021-335533
$0$0$0None listed on this filingEDGAR ↗
Oct 18, 2018 D
FDG Epoque Castle Rock Associates, LLC
File 021-323845
$0$0$0None listed on this filingEDGAR ↗
Oct 18, 2018 D
FDG Epoque Castle Rock Holdings, LLC
File 021-323846
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2018 D
FREG The View Associates, LLC
File 021-322489
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2018 D
FREG The Vista Associates, LLC
File 021-322490
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2018 D
FREG Cross Creek Cove Associates, LLC
File 021-320070
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2018 D
FREG Briarwood Associates, LLC
File 021-320073
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
FREG Village 1 Associates, LLC
File 021-317302
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
FREG Corner Stone Associates, LLC
File 021-317327
$0$0$0None listed on this filingEDGAR ↗
May 25, 2018 D
FREG DUBC Associates, LLC
File 021-313254
$0$0$0None listed on this filingEDGAR ↗
Dec 21, 2017 D
Forum Income Partners Pool 2017-1 LLC
File 021-301344
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2016 D
MediaShift Holdings, Inc.
File 021-271868
$0$0$0None listed on this filingEDGAR ↗
Feb 25, 2016 D
MediaShift Holdings, Inc.
File 021-258104
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2015 D
Forum LTIP, LLC
File 021-238795
$0$0$0None listed on this filingEDGAR ↗
Nov 14, 2014 D
MediaShift Holdings, Inc.
File 021-228367
$0$0$150,045 (est.)
Reimburse pre-closing advances
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 42 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:46 AM ET

0 recorded documents and 0 ownership records matched to Forum in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:46 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 1:11 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 1:11 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 1:11 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2009–2026) — 901,293 records, loaded Oct 24, 2026, 7:46 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2009–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:46 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗MH MediaShift Holdings, Inc.shared people, same business addressGLENDALE, COOther Technology3$4,115,107
offering $12,000,000 · similar: $1,100,015–$10,001,163
29
similar: 2–14
$10,000
similar: $5,000–$50,000
2014–2016
EDGAR ↗FL Forum LTIP, LLCshared people, same business addressGLENDALE, COResidential1$1,402,496
offering Indefinite · similar: $1,675,000–$12,980,153
21
similar: 5–37
$1,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗FI Forum Income Partners Pool 2017-1 LLCshared people, shared management entity, same business addressGLENDALE, COCommercial1$9,350,000
offering $50,000,000 · similar: $1,815,000–$10,000,000
25
similar: 7–33
$100,000
similar: $20,000–$50,000
2017–2017
EDGAR ↗FD FREG DUBC Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$12,317,853
offering $12,317,853 · similar: $1,815,000–$10,000,000
48
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FV FREG Village 1 Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$1,856,672
offering $1,856,672 · similar: $1,815,000–$10,000,000
29
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FC FREG Corner Stone Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$2,527,669
offering $2,527,669 · similar: $1,815,000–$10,000,000
29
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FC FREG Cross Creek Cove Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$6,624,910
offering $6,624,910 · similar: $1,815,000–$10,000,000
128
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FB FREG Briarwood Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$6,050,000
offering $6,050,000 · similar: $1,815,000–$10,000,000
128
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FT FREG The Vista Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$5,800,000
offering $5,800,000 · similar: $1,815,000–$10,000,000
99
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FT FREG The View Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$7,875,000
offering $7,875,000 · similar: $1,815,000–$10,000,000
99
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FE FDG Epoque Castle Rock Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$32,325,000
offering $32,325,000 · similar: $1,815,000–$10,000,000
56
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FE FDG Epoque Castle Rock Holdings, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$7,000,000
offering $7,000,000 · similar: $1,815,000–$10,000,000
54
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2018
EDGAR ↗FR FREG Race Court Associates, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COCommercial1$10,462,000
offering $10,462,000 · similar: $1,815,000–$10,000,000
58
similar: 7–33
$25,000
similar: $20,000–$50,000
2019–2019
EDGAR ↗FH FDG Hive SLC Associates, LLCshared people, shared management entity, same business addressGLENDALE, COOther Real Estate1$22,827,000
offering $22,900,000 · similar: $2,250,000–$16,950,000
60
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗FI Forum Integrated Income Fund I, L.P.shared people, same business addressGLENDALE, COOther Real Estate3$35,905,000
offering $300,000,000 · similar: $2,250,000–$16,950,000
91
similar: 5–32
$100,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗FT FREG The Diplomat Holdings, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COResidential1$0
offering $16,800,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$50,000
similar: $25,000–$86,942
2019–2019
EDGAR ↗FO Forum Opportunity Fund I, L.P.shared people, same business address, similar issuer namesGLENDALE, COPooled Investment Fund1$15,500,000
offering $300,000,000 · similar: $155,000–$5,250,000
59
similar: 4–27
$250,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗FK FREG Knol Holdings, LLCshared people, shared management entity, same business address, similar issuer namesGLENDALE, COResidential1$948,000
offering $948,000 · similar: $1,675,000–$12,980,153
12
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2020–2020
EDGAR ↗FN FDG NOVATO LAND ASSOCIATES, LLCshared people, shared management entity, same business addressGLENDALE, COOther Real Estate1$32,383,000
offering $35,000,000 · similar: $2,250,000–$16,950,000
124
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2021–2021
EDGAR ↗FE FDG ENOVA ASSOCIATES, LLCshared people, shared management entity, same business addressGLENDALE, COResidential1$21,075,000
offering $23,921,000 · similar: $1,675,000–$12,980,153
103
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2021–2021
EDGAR ↗FP FDG PARALLEL ASSOCIATES, LLCshared people, shared management entity, same business addressGLENDALE, COResidential1$32,383,000
offering $33,708,000 · similar: $1,675,000–$12,980,153
123
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2021–2021
EDGAR ↗FC Forum CRE Income Fundshared people, same business addressDENVER, COPooled Investment Fund1$100,000
offering Indefinite · similar: $500,000–$16,420,250
1
similar: 2–28
$50,000
similar: $5,000–$100,000
2021–2021
EDGAR ↗FB FREG BARRETT HOLDINGS, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COResidential1$15,023,322
offering $20,000,000 · similar: $1,675,000–$12,980,153
115
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2021–2021
EDGAR ↗FG FDG GLENDALE ASSOCIATES, LLCshared people, shared management entity, same business addressDENVER, COResidential1$25,667,700
offering $26,000,000 · similar: $1,675,000–$12,980,153
138
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2021–2021
EDGAR ↗FP FDG PROMENADE 3A ASSOCIATES, LLCshared people, shared management entity, same business addressDENVER, COResidential1$37,688,999
offering $39,000,000 · similar: $1,675,000–$12,980,153
196
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2021–2021
EDGAR ↗FE FDG EDERA ASSOCIATES, LLCshared people, same business addressDENVER, COResidential1$34,870,000
offering $34,870,000 · similar: $1,675,000–$12,980,153
112
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2022–2022
EDGAR ↗FB FDG BASCOM LAND ASSOCIATES, LLCshared people, shared management entity, same business addressDENVER, COResidential1$23,075,617
offering $24,000,000 · similar: $1,675,000–$12,980,153
82
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2022–2022
EDGAR ↗FK FDG KALLAN ASSOCIATES, LLCshared people, shared management entity, same business addressDENVER, COResidential1$40,502,000
offering $40,802,000 · similar: $1,675,000–$12,980,153
187
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2022–2022
EDGAR ↗FS Forum Structured Finance LPshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund4$204,950,000
offering $250,000,000 · similar: $155,000–$5,250,000
105
similar: 4–27
$250,000
similar: $1,000–$100,000
2022–2024
EDGAR ↗FS Forum Structured Finance SLP LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund2$19,800,000
offering $25,000,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗FS Forum Structured Finance Parallel LPshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund1$0
offering $100,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗FG FDG Gauge Investor Associates, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COResidential1$32,270,000
offering $32,270,000 · similar: $1,675,000–$12,980,153
164
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2023–2023
EDGAR ↗FM FDG MEQ Erie, LLCshared people, shared management entity, same business addressDenver, COResidential1$7,000,000
offering $7,000,000 · similar: $1,675,000–$12,980,153
42
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2023–2023
EDGAR ↗FO FMREIT Operating Partnership LPshared people, director listed on many unrelated issuers (not used to group)DENVER, COREITS and Finance2$442,164,025
offering $20,610,000 · similar: $125,000–$125,000
644
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2023–2026
EDGAR ↗FM Forum Multifamily Real Estate Investment Trust, Inc.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DENVER, COREITS and Finance6$116,056,214
offering Indefinite · similar: $125,000–$125,000
496
similar: 124–125
$25,000
similar: $1,000–$1,000
2023–2026
EDGAR ↗FG FDG Gauge Lender, LLCshared people, shared management entity, same business address, similar issuer namesDenver, COPooled Investment Fund1$2,232,000
offering $2,232,000 · similar: $155,000–$5,250,000
30
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗FS FDG Stonecrest Investor Associates II-B, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund2$3,713,874
offering $3,516,062 · similar: $155,000–$5,250,000
65
similar: 4–27
$250,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗FS FDG Stonecrest Investor Associates I-B, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund2$5,204,126
offering $4,926,938 · similar: $155,000–$5,250,000
65
similar: 4–27
$250,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗FS FDG Stonecrest Investor Associates II-A, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund2$13,096,661
offering $13,096,661 · similar: $155,000–$5,250,000
77
similar: 4–27
$250,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗FS FDG Stonecrest Investor Associates I-A, LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund2$17,668,340
offering $17,668,340 · similar: $155,000–$5,250,000
77
similar: 4–27
$250,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗FE Forum Exchange I DSTshared people, same business addressDENVER, COResidential1$358,000
offering $41,864,176 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$250,000
similar: $25,000–$86,942
2026–2026
EDGAR ↗FE FDG Encore Associates, LLCshared management entity, same business addressDENVER, COResidential1$17,947,150
offering Indefinite · similar: $1,675,000–$12,980,153
90
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 19, 2026FDG Encore Associates, LLCDResidentialIndefinite$17,947,150
EDGAR ↗Aug 7, 2026Forum Multifamily Real Estate Investment Trust, Inc.DREITS and FinanceIndefinite$2,825,994
EDGAR ↗Jul 10, 2026FMREIT Operating Partnership LPDREITS and Finance$20,610,000$16,087,104
EDGAR ↗Jan 16, 2026Forum Exchange I DSTDResidential$41,864,176$358,000
EDGAR ↗Jan 13, 2026Forum Multifamily Real Estate Investment Trust, Inc.D/AREITS and Finance$325,000,000$116,056,214
EDGAR ↗Apr 9, 2025FDG Stonecrest Investor Associates I-A, LLCD/APooled Investment Fund$17,668,340$17,668,340
EDGAR ↗Apr 9, 2025FDG Stonecrest Investor Associates II-A, LLCD/APooled Investment Fund$13,096,661$13,096,661
EDGAR ↗Apr 9, 2025FDG Stonecrest Investor Associates I-B, LLCD/APooled Investment Fund$4,926,938$4,926,938
EDGAR ↗Apr 9, 2025FDG Stonecrest Investor Associates II-B, LLCD/APooled Investment Fund$3,516,062$3,516,062
EDGAR ↗Jan 13, 2025Forum Multifamily Real Estate Investment Trust, Inc.D/AREITS and Finance$325,000,000$37,795,977
EDGAR ↗Jan 3, 2025FDG Stonecrest Investor Associates I-A, LLCDPooled Investment Fund$17,395,547$17,395,547
EDGAR ↗Jan 3, 2025FDG Stonecrest Investor Associates II-A, LLCDPooled Investment Fund$12,894,453$12,894,453
EDGAR ↗Jan 3, 2025FDG Stonecrest Investor Associates I-B, LLCDPooled Investment Fund$5,204,126$5,204,126
EDGAR ↗Jan 3, 2025FDG Stonecrest Investor Associates II-B, LLCDPooled Investment Fund$3,713,874$3,713,874
EDGAR ↗Oct 18, 2024Forum Multifamily Real Estate Investment Trust, Inc.D/AREITS and Finance$200,000,000$13,139,846
EDGAR ↗Apr 30, 2024FDG Gauge Lender, LLCDPooled Investment Fund$2,232,000$2,232,000
EDGAR ↗Jan 8, 2024Forum Structured Finance SLP LLCD/APooled Investment Fund$25,000,000$19,800,000
EDGAR ↗Jan 8, 2024Forum Structured Finance LPD/APooled Investment Fund$250,000,000$204,950,000
EDGAR ↗Oct 18, 2023Forum Multifamily Real Estate Investment Trust, Inc.D/AREITS and Finance$200,000,000$2,480,384
EDGAR ↗Aug 17, 2023Forum Structured Finance LPD/APooled Investment Fund$100,000,000$54,925,000
EDGAR ↗Aug 14, 2023Forum Multifamily Real Estate Investment Trust, Inc.DREITS and FinanceIndefinite$340,157
EDGAR ↗Aug 7, 2023Forum Structured Finance LPD/APooled Investment Fund$100,000,000$54,925,000
EDGAR ↗Jul 14, 2023FMREIT Operating Partnership LPDREITS and Finance$479,707,088$442,164,025
EDGAR ↗May 19, 2023FDG MEQ Erie, LLCDResidential$7,000,000$7,000,000
EDGAR ↗Jan 13, 2023FDG Gauge Investor Associates, LLCDResidential$32,270,000$32,270,000
EDGAR ↗Oct 5, 2022Forum Structured Finance Parallel LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Sep 30, 2022Forum Structured Finance SLP LLCDPooled Investment Fund$25,000,000$16,300,000
EDGAR ↗Aug 4, 2022Forum Structured Finance LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Jul 8, 2022FDG KALLAN ASSOCIATES, LLCDResidential$40,802,000$40,502,000
EDGAR ↗Apr 13, 2022FDG BASCOM LAND ASSOCIATES, LLCDResidential$24,000,000$23,075,617
EDGAR ↗Jan 27, 2022FDG EDERA ASSOCIATES, LLCDResidential$34,870,000$34,870,000
EDGAR ↗Oct 7, 2021FDG PROMENADE 3A ASSOCIATES, LLCDResidential$39,000,000$37,688,999
EDGAR ↗Jul 29, 2021FDG GLENDALE ASSOCIATES, LLCDResidential$26,000,000$25,667,700
EDGAR ↗May 28, 2021FREG BARRETT HOLDINGS, LLCDResidential$20,000,000$15,023,322
EDGAR ↗Apr 19, 2021Forum CRE Income FundDPooled Investment FundIndefinite$100,000
EDGAR ↗Feb 26, 2021FDG PARALLEL ASSOCIATES, LLCDResidential$33,708,000$32,383,000
EDGAR ↗Feb 26, 2021FDG ENOVA ASSOCIATES, LLCDResidential$23,921,000$21,075,000
EDGAR ↗Feb 1, 2021FDG NOVATO LAND ASSOCIATES, LLCDOther Real Estate$35,000,000$32,383,000
EDGAR ↗Oct 14, 2020Forum Integrated Income Fund I, L.P.D/AOther Real Estate$300,000,000$35,905,000
EDGAR ↗Sep 25, 2020Forum Integrated Income Fund I, L.P.D/AOther Real Estate$300,000,000$25,325,000
EDGAR ↗Sep 8, 2020FREG Knol Holdings, LLCDResidential$948,000$948,000
EDGAR ↗Apr 30, 2020Forum Opportunity Fund I, L.P.DPooled Investment Fund$300,000,000$15,500,000
EDGAR ↗Dec 4, 2019FREG The Diplomat Holdings, LLCDResidential$16,800,000$0
EDGAR ↗Sep 24, 2019Forum Integrated Income Fund I, L.P.DOther Real Estate$200,000,000$25,125,000
EDGAR ↗Aug 13, 2019FDG Hive SLC Associates, LLCDOther Real Estate$22,900,000$22,827,000
EDGAR ↗Mar 25, 2019FREG Race Court Associates, LLCDCommercial$10,462,000$10,462,000
EDGAR ↗Oct 18, 2018FDG Epoque Castle Rock Holdings, LLCDCommercial$7,000,000$7,000,000
EDGAR ↗Oct 18, 2018FDG Epoque Castle Rock Associates, LLCDCommercial$32,325,000$32,325,000
EDGAR ↗Oct 1, 2018FREG The Vista Associates, LLCDCommercial$5,800,000$5,800,000
EDGAR ↗Oct 1, 2018FREG The View Associates, LLCDCommercial$7,875,000$7,875,000
EDGAR ↗Aug 27, 2018FREG Briarwood Associates, LLCDCommercial$6,050,000$6,050,000
EDGAR ↗Aug 27, 2018FREG Cross Creek Cove Associates, LLCDCommercial$6,624,910$6,624,910
EDGAR ↗Jul 19, 2018FREG Corner Stone Associates, LLCDCommercial$2,527,669$2,527,669
EDGAR ↗Jul 19, 2018FREG Village 1 Associates, LLCDCommercial$1,856,672$1,856,672
EDGAR ↗May 25, 2018FREG DUBC Associates, LLCDCommercial$12,317,853$12,317,853
EDGAR ↗Dec 21, 2017Forum Income Partners Pool 2017-1 LLCDCommercial$50,000,000$9,350,000
EDGAR ↗Oct 5, 2016MediaShift Holdings, Inc.DOther Technology$12,000,000$2,105,000
EDGAR ↗Feb 25, 2016MediaShift Holdings, Inc.DOther$4,265,200$4,115,107
EDGAR ↗Apr 28, 2015Forum LTIP, LLCDResidentialIndefinite$1,402,496
EDGAR ↗Nov 14, 2014MediaShift Holdings, Inc.DOther$26,000,000$3,295,000

Activity: 4 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 19, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2014), Residential (2015), Other (2016), Other Technology (2016), Commercial (2017–2019), Other Real Estate (2019), Residential (2019), Pooled Investment Fund (2020), Residential (2020), Other Real Estate (2021), Residential (2021), Pooled Investment Fund (2021), Residential (2021–2022), Pooled Investment Fund (2022), Residential (2023), REITS and Finance (2023), Pooled Investment Fund (2024–2025), Residential (2026), REITS and Finance (2026). Latest offering: Residential (Oct 19, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
DF Darren FiskDirector, Executive Officer, Promoter39Nov 14, 2014 → Aug 7, 2026
KF Kevin FoltzExecutive Officer, Director, Promoter32Feb 25, 2016 → Jan 13, 2026
FM Forum Management, Inc. entityExecutive Officer, Promoter, Director30Dec 21, 2017 → Oct 19, 2026
FR FORUM REAL ESTATE GROUP, LLC entityExecutive Officer, Promoter, Director12Feb 1, 2021 → Apr 9, 2025
ES EDIE SUHRExecutive Officer, Director, Promoter11Jul 8, 2022 → Aug 7, 2026
MS Marc SwerdlowExecutive Officer, Director, Promoter11Aug 13, 2019 → Oct 7, 2021
JK John KolstoeExecutive Officer11Dec 21, 2017 → Mar 25, 2019
DM Donald MacKenzieExecutive Officer, Director11Dec 21, 2017 → Mar 25, 2019
TS Theresa SheltonExecutive Officer, Director11Dec 21, 2017 → Mar 25, 2019
SN Shelby NoblePromoter11Dec 21, 2017 → Mar 25, 2019
FC Forum Capital Advisors LLC entityExecutive Officer, Director6Aug 4, 2022 → Apr 9, 2025
FI Forum Investment Group LLC entityPromoter5Jan 3, 2025 → Oct 19, 2026
FS FDG Stonecrest Manager, LLC entityDirector, Promoter4Jan 3, 2025 → Apr 9, 2025
BW Bay West Development entityPromoter4Jan 3, 2025 → Apr 9, 2025
CF Chris FurmanExecutive Officer4Aug 13, 2019 → Oct 14, 2020
FS Forum Structured Finance GP LLC entityExecutive Officer, Director3Aug 4, 2022 → Jan 8, 2024
PF Patti FieldingDirector2Jul 14, 2023 → Aug 7, 2026
PM Paul McAuliffeExecutive Officer2Jul 14, 2023 → Aug 7, 2026
JH JAY HUMMELDirector2Jul 14, 2023 → Aug 7, 2026
BB BRIEN BIONDIDirector2Jul 14, 2023 → Aug 7, 2026
JM JAY MILLERExecutive Officer2Jul 14, 2023 → Jan 13, 2025
Michael Bell Michael BellDirector2Jul 14, 2023 → Oct 18, 2023
CV CONRAD VLAKExecutive Officer, Director, Promoter2Jan 27, 2022 → Apr 13, 2022
FR FORUM REAL ESTATE GROUP, LLC D/B/A FORUM INVESTMENT GROUP entityDirector2Feb 26, 2021 → Feb 26, 2021
BS Brian H. ShumanExecutive Officer, Director2Nov 14, 2014 → Feb 25, 2016
FC Finch Creek Apartment Associates, LLC entityExecutive Officer, Promoter1Oct 19, 2026 → Oct 19, 2026
LG Lauth Group, Inc. entityPromoter1Oct 19, 2026 → Oct 19, 2026
CF Corporation Forum Multifamily Real Estate Investment Trust, Inc. entityPromoter1Jul 14, 2023 → Jul 10, 2026
MF M. Forum Exchange LLC entityPromoter1Jan 16, 2026 → Jan 16, 2026
MF M. Forum Exchange Depositor I LLC entityPromoter1Jan 16, 2026 → Jan 16, 2026
MF M. Forum Exchange Manager LLC entityPromoter1Jan 16, 2026 → Jan 16, 2026
BB BRIEN BONDIDirector1Jan 13, 2026 → Jan 13, 2026
PO PARTNERSHIP LP FMREIT OPERATINGPromoter1Aug 14, 2023 → Aug 14, 2023
MF MANAGEMENT FORUM MANAGEMENT, INC. entityDirector1Jan 27, 2022 → Jan 27, 2022
ED Elisabeth DahlExecutive Officer1Apr 19, 2021 → Apr 19, 2021
DM Derek MullinsExecutive Officer1Apr 19, 2021 → Apr 19, 2021
TM Tom MerrillExecutive Officer1Apr 19, 2021 → Apr 19, 2021
BJ B. Janus Capital Management LLC entityPromoter1Apr 19, 2021 → Apr 19, 2021
BF B. Forum Capital Advisors, LLC entityPromoter1Apr 19, 2021 → Apr 19, 2021
AT Amanda TeepleExecutive Officer1Apr 19, 2021 → Apr 19, 2021
JB John B. BlueExecutive Officer1Apr 19, 2021 → Apr 19, 2021
FI Forum Income Fund I GP LLC entityDirector1Sep 24, 2019 → Oct 14, 2020
AF Adrren FiskExecutive Officer1Sep 8, 2020 → Sep 8, 2020
CC Charlie O'ConnellExecutive Officer1Sep 24, 2019 → Sep 24, 2019
DB Dan O'BrienExecutive Officer, Director1Oct 5, 2016 → Oct 5, 2016
GS Greg SmithExecutive Officer1Oct 5, 2016 → Oct 5, 2016
BE Ben ErtischekExecutive Officer1Oct 5, 2016 → Oct 5, 2016
PW Phil WeiserDirector1Oct 5, 2016 → Oct 5, 2016
JB Jim BellExecutive Officer1Oct 5, 2016 → Oct 5, 2016
MH Mike HayashiExecutive Officer1Oct 5, 2016 → Oct 5, 2016
DC Danielle ChristiansenExecutive Officer, Director1Feb 25, 2016 → Feb 25, 2016
DB Daniel O'BrienExecutive Officer, Director1Feb 25, 2016 → Feb 25, 2016
LB Leigh BlandExecutive Officer, Director1Nov 14, 2014 → Nov 14, 2014
KF Kevin FolzExecutive Officer, Director1Nov 14, 2014 → Nov 14, 2014

Adviser registration (Form ADV)

FORUM CAPITAL ADVISORS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 23, 2021 · SEC file 801-120917 · Main office: DENVER, CO · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $815,199,950 as reported on Form ADV filed May 29, 2026 (Item 5.F(2)(c)) · 6 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): FORUMCAPADVISORS.COM ↗

Item 11 disclosure questions as answered on Form ADV filed May 29, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Forum as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Forum's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #17,791 of 374,652 in line (1,341 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: GLENDALE), CO). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Colorado state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Colorado Secretary of State business search ↗OpenCorporates ↗