Julie Ann Schatz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Julie Ann Schatz appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-07 | Form ADV | FORUM FINANCIAL MANAGEMENT, LP | LIMITED PARTNER | LOMBARD, IL |