Investments
5Portfolio Exits
1Funds
1
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Latest Forum Capital News
Jun 29, 2023
June 29, 2023 DENVER, June 28, 2023 /PRNewswire/ — Forum Capital Advisors , a Denver-based investment management firm, announced today that it has closed on a $10.4 million preferred equity investment supporting a 264-unit multifamily development in Beaufort, South Carolina. “Forum is thrilled to support what we believe to be a well-located development in the rapidly growing Hilton Head Island-Bluffton-Beaufort MSA,” said Ross Macdonald, Senior Director – Investments. “We look forward to expanding into this growing market, which appears to have experienced steady rent growth in recent years, and we believe offers an attractive destination for residents seeking to flee larger cities.” The project is located on the border of Port Royal and Beaufort, on Grober Hill Road, and will be part of a larger, master planned community that will also include for-sale single-family homes. The new multifamily development intends to offer future residents access to nearby retail, recreation, and major employment hubs, in addition to downtown Savannah, and the high-end resort communities of Bluffton and Hilton Head. “We are excited to continue our partnership with an experienced repeat sponsor on this development,” said Joe Chickey, Managing Director – Portfolio Manager and Co-Head of Forum’s Structured Finance team. “We believe the unique supply constraints in the market, combined with an extremely sticky, stable, and growing employment base make this an attractive investment opportunity for Forum.” About Forum Capital Advisors LLC Forum Capital Advisors LLC (“FCA” or “Forum”) is an innovative investment management firm based in Denver, Colorado. FCA provides discretionary investment management services. FCA, founded in 2018, is owned by Forum Investment Group LLC.
Forum Capital Investments
5 Investments
Forum Capital has made 5 investments. Their latest investment was in Arkestro as part of their Series A on June 6, 2022.

Forum Capital Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
6/14/2022 | Series A | Arkestro | $26M | No | 5 | |
11/21/2018 | Seed VC | |||||
11/2/2017 | Seed VC | |||||
10/4/2017 | Seed VC | |||||
1/18/2016 | Seed VC |
Date | 6/14/2022 | 11/21/2018 | 11/2/2017 | 10/4/2017 | 1/18/2016 |
---|---|---|---|---|---|
Round | Series A | Seed VC | Seed VC | Seed VC | Seed VC |
Company | Arkestro | ||||
Amount | $26M | ||||
New? | No | ||||
Co-Investors | |||||
Sources | 5 |
Forum Capital Portfolio Exits
1 Portfolio Exit
Forum Capital has 1 portfolio exit. Their latest portfolio exit was AsiaKredit on May 04, 2020.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
5/4/2020 | Acquired | 5 |
Date | 5/4/2020 |
---|---|
Exit | Acquired |
Companies | |
Valuation | |
Acquirer | |
Sources | 5 |
Forum Capital Fund History
1 Fund History
Forum Capital has 1 fund, including Forum Capital Fund.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
Forum Capital Fund | Early-Stage Venture Capital | Anticipated | 1 |
Closing Date | |
---|---|
Fund | Forum Capital Fund |
Fund Type | Early-Stage Venture Capital |
Status | Anticipated |
Amount | |
Sources | 1 |
Forum Capital Team
1 Team Member
Forum Capital has 1 team member, including current Senior Partner, Stephan Guglieri.
Name | Work History | Title | Status |
---|---|---|---|
Stephan Guglieri | Senior Partner | Current |
Name | Stephan Guglieri |
---|---|
Work History | |
Title | Senior Partner |
Status | Current |