Forum Capital Partners Email Format

Financial ServicesNew York, United States2-10 Employees

Forum Capital Partners is a financial services firm that provides advisory and fundraising support to experienced private investment managers seeking to diversify and strengthen their investor bases. It works with both established and emerging manager groups—including spin-outs, teams with friends-and-family or proprietary capital, first or second institutional funds, and former fundless sponsors—and structures engagements to maintain senior involvement while avoiding representation of competing funds.

The firm maintains a global network of institutional investors across private equity, real estate, and real assets, along with the consultants who influence decision-making, encompassing pension funds, endowments, foundations, fund of funds managers, insurers, and family offices. Based in New York City, New York, and founded in 2001 by Jeffrey Stern and Robert Schwabe as the successor to their private equity work at CIBC Oppenheimer, the founders have collaborated since 1994 to guide private investment groups through investor relations, administration issues, dislocations within investor bases, and secondary-sale processes.

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