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FORVM GLOBAL INVESTMENTS LLC

CRD 340612 · SEC 801-135921

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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1270 AVENUE OF THE AMERICAS, 7TH FLOOR, NEW YORK, NY, 10020, United States

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

4 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (pooled vehicles)

States served

NY

All web addresses on file

Official SEC filing: View on IAPD