# FORUM FINANCIAL MANAGEMENT, LP

FORUM FINANCIAL MANAGEMENT, LP of LOMBARD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 145706
- Type: SEC-registered investment adviser
- SEC file number: 801-69970
- Location: 1900 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, 60148
- Phone: (630) 873-8520
- Latest filing: 2026-07-06
- Regulatory AUM: $8.7B
- Discretionary AUM: $8.7B
- Clients: 143
- Accounts: 19,838

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (50)

_Showing 25 of 50 people._

| Name | Role | Location |
| --- | --- | --- |
| Adam Joseph | LIMITED PARTNER; MEMBER; TRUSTEE | Chevy Chase, MD |
| Allison Elizabeth Tronnes | CHIEF COMPLIANCE OFFICER | — |
| William Mackenzie Davis | CHIEF OPERATIONS OFFICER | — |
| Norbert Mac Mindel | TRUSTEE | — |
| John Joseph Adam | TRUSTEE | — |
| Alfred Andrew Marwede | TRUSTEE | — |
| Jonathan Marichal Rogers | CO-MANAGING PARTNER, CHIEF FINANCIAL OFFICER, & CO-CHIEF INVESTMENT OFFICER; CO-MANAGING PARTNER & CO-CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Nirav Rajen Batavia | CO-MANAGING PARTNER, CHIEF TECHNOLOGY OFFICER, & CO-CHIEF INVESTMENT OFFICER; CO-MANAGING PARTNER & CO-CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Karma Ann Forrestal | TRUSTEE | — |
| Christopher Anthony Lamia | TRUSTEE | — |
| David Cotten Mcclellan | TRUSTEE | — |
| Robert Thomas Methven | TRUSTEE | — |
| David Neil Smith | LIMITED PARTNER | — |
| Faye Hizon Nybo | CHIEF LEGAL COUNSEL | — |
| Marie Elizabeth Stark | LIMITED PARTNER | — |
| Howard Shane Kite | LIMITED PARTNER | — |
| Daniel Joseph Drallmeier | TRUSTEE | — |
| Julie Ann Schatz | LIMITED PARTNER | — |
| Jennifer Hilary Cray | LIMITED PARTNER | — |
| Eric Karl Meier | CHIEF FINANCIAL OFFICER | — |
| LAMIA CHRISTOPHER ANTHONY | LIMITED PARTNER; TRUSTEE | — |
| SCHATZ JULIE ANN | LIMITED PARTNER | — |
| CRAY JENNIFER HILARY | LIMITED PARTNER | — |
| METHVEN ROBERT THOMAS | LIMITED PARTNER; MEMBER; TRUSTEE | — |
| MINDEL NORBERT MAC | LIMITED PARTNER; LIMITED PARTNER, CO-MANAGING PARTNER; MANAGING MEMBER (+1 more) | — |


## Branch offices (54)

_Showing 15 of 54 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| THOUSAND OAKS | CA | 6 | (805) 494-3416 |
| NORTHBROOK | IL | 3 | (847) 581-6012 |
| MIDLOTHIAN | VA | 3 | (804) 916-0889 |
| COHOES | NY | 3 | (518) 237-3641 |
| HIGH POINT | NC | 2 | (336) 525-5255 |
| OAKDALE | CA | 2 | 209-694-3294 |
| ROSWELL | GA | 2 | (770) 992-4444 |
| SONORA | CA | 2 | 209-694-4555 |
| MEQUON | WI | 2 | (414) 431-7390 |
| ORLAND PARK | IL | 2 | (708) 645-8815 |
| NORTHFIELD | IL | 2 | (847) 581-6014 |
| OAK BROOK | IL | 2 | (630) 620-6200 |
| SAINT CHARLES | IL | 2 | 6307628600 |
| MENLO PARK | CA | 2 | (866) 966-9291 |
| — | — | 1 | (607) 244-4194 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145706/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145706/similar
- Related entities: https://search.stillhousedata.com/firm/145706/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145706

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.