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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001911832-24-000002
Filing Date
2024-02-07
Accepted
2024-02-07 17:20:38
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3159
2 forum13f2023q4.html INFORMATION TABLE  
2 forum13f2023q4.xml INFORMATION TABLE 414252
  Complete submission text file 0001911832-24-000002.txt   418650
Mailing Address 1900 S. HIGHLAND AVE. SUITE 100 LOMBARD IL 60148
Business Address 1900 S. HIGHLAND AVE. SUITE 100 LOMBARD IL 60148 630-873-8512
Forum Financial Management, LP (Filer) CIK: 0001911832 (see all company filings)

IRS No.: 383649535 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22291 | Film No.: 24605865