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LOCATION
4500 Cherry Creek Drive South, Suite 550
Glendale, CO 80246

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PHONE
303.501.8860

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FAX
303.296.4212

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  • By requesting additional information, you acknowledge that the materials presented to you in Forum Capital Advisors' data room may only be marketed under the Investment Advisors Act to investors who are “qualified clients” as defined in Rule 205-3 of the Investment Advisors Act.

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    Currently, an individual or entity is a qualified client if he, she, or it:

    has $1,000,000 or more of assets under management with the investment adviser after the investment in the fund;
    has a net worth of $2,100,000 prior to the investment in the fund (excluding the value of his or her primary residence);
    is a “qualified purchaser” (as defined below); or
    is an officer or director of the fund manager or is an employee who participates in the investment activities of the investment adviser and has been doing so for 12 months.
    Generally, a qualified purchaser is an investor that meets any of the following criteria:

    an individual or family-owned business not formed for the specific purpose of acquiring the interest in the fund that owns $5,000,000 or more in investments;
    a trust not formed for the specific purpose of acquiring the interest in the fund which is sponsored by and managed by qualified purchasers;
    an individual or entity not formed for the specific purpose of acquiring the interest in the fund which owns and invests at least $25,000,000 in investments (or someone who is acting on account of such a person); or
    an entity, of which each beneficial owner is a qualified purchaser.
    By requesting access to this site, you are confirming that you meet the qualifications of a “qualified client”.

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