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Private company

FORUM CAPITAL PARTNERS

Hedge fund that raised $156.2 million in 2011 (SEC Form D). Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersPA1
  • Legal formLimited Partnership
  • Kind of organizationHedge fund1

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Corporate structure

FORUM CAPITAL PARTNERS sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

Leadership

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • EXECUTIVE OFFICER OF GENERAL PARTNERANDREW JAMES ROBERGE named Feb 22, 2023 to Feb 26, 20252
  • EXECUTIVE OFFICER AND DIRECTOR OF GENERAL PARTNERBRIAN MICHAEL MCINERNEY named Feb 24, 2022 to Feb 26, 20252
  • EXECUTIVE OFFICER OF GENERAL PARTNERCHRISTOPHER FRANK PRETSCH named Feb 24, 2022 to Feb 26, 20252
  • EXECUTIVE OFFICER OF GENERAL PARTNERCONSTANTINE JOHN KARTSONAS named Feb 26, 20252
  • EXECUTIVE OFFICER OF GENERAL PARTNERGRAHAM ADDISON FRIDAY named Feb 26, 20252
  • EXECUTIVE OFFICER AND DIRECTOR OF GENERAL PARTNERJAMES DOUGLAS ROBERGE named Feb 24, 2022 to Feb 26, 20252
  • EXECUTIVE OFFICER AND DIRECTOR OF GENERAL PARTNERJOHN ADOLPHUS STALEY, IV named Feb 24, 2022 to Feb 26, 20252
  • EXECUTIVE OFFICER OF GENERAL PARTNERMICHAEL MICHAEL FRIDAY named Feb 24, 2022 to Feb 26, 20252
  • EXECUTIVE OFFICER AND DIRECTOR OF GENERAL PARTNERWILLIAM FALLING STOTZ named Feb 24, 2022 to Feb 26, 20252
  • GENERAL PARTNER, Registered Investment AdviserGeneral Partner to Forum STALEY CAPITAL ADVISERS, INC. named Feb 26, 20252
  • GENERAL PARTNERINC. STALEY CAPITAL ADVISERS named Feb 24, 2022 to Feb 22, 20233

Filings

7 filings to the SEC since October 2021: 3 large holders, 4 private raises. The latest 7:

  1. Feb 26, 2025D/A EDGAR
  2. Feb 20, 2024SC 13G/A FCP12312023 EDGAR
  3. Feb 9, 2024D EDGAR
  4. Feb 22, 2023D EDGAR
  5. Feb 15, 2023SC 13G/A FORUM CAPITAL 13G 12312022 EDGAR
  6. Feb 24, 2022D/A EDGAR
  7. Jan 31, 2022SC 13G/A 13 G/A FORUM CAPITAL PARTNERS EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

3 such filings since October 2021:

  1. Feb 20, 2024SC 13G/A
  2. Feb 15, 2023SC 13G/A
  3. Jan 31, 2022SC 13G/A

Stakes it holds

FORUM CAPITAL PARTNERS has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$156.2M 2011–2011
Money received by yearMoney received by year, 2011–2011: $156.2M in all. Private raises (Form D) $156.2M.$0$50M$100M$150M$200M2011 · Private raises (Form D): $156.2M2011
Figures by year
YearPrivate raises (Form D)Total
2011$156.2M$156.2M

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Apr 28, 2011Raised $51.9 million in a private offering of securities5 Form D: 31 investors so far Form D
  2. Apr 28, 2011Raised $52.1 million in a private offering of securities3 Form D: 32 investors so far Form D
  3. Apr 28, 2011Raised $52.1 million in a private offering of securities2 Form D: 32 investors so far Form D

Sources

The numbers on this page point here. Each one links to the record it came from.

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