FORUM CAPITAL PARTNERS

CIK: 0001067406·Pooled Investment Fund·PITTSBURGH, PA·Limited Partnership

Reported Sold

$205,688,740

Total Filings

14

Identified Offerings

4

Last Filed

Feb 26, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 3 unlinked amendments excluded.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Limited Partnership

View on SEC EDGAR

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Offering filing timeline

Feb 26, 2025Form D/A — Amendment

Reported sold: $52,124,690 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Changed: Offering target, Sales commissions, Finders fees, Non-accredited investors

Feb 9, 2024Form D — New notice

Reported sold: $52,124,690 · Target: N/A

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Feb 22, 2023Form D — New notice

Reported sold: $52,124,690 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Feb 24, 2022Form D/A — Amendment

Reported sold: $51,924,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Feb 25, 2021Form D/A — Amendment

Reported sold: $51,924,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Feb 27, 2020Form D/A — Amendment

Reported sold: $50,924,680 · Target: Indefinite

No verified predecessor available.

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Mar 7, 2018Form D/A — Amendment

Reported sold: $50,924,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 8, 2017Form D/A — Amendment

Reported sold: $50,824,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 10, 2016Form D/A — Amendment

Reported sold: $50,514,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Mar 4, 2016Form D — New notice

Reported sold: $50,514,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Mar 10, 2015Form D/A — Amendment

Reported sold: $50,514,680 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 13, 2014Form D/A — Amendment

Reported sold: $35,714,680 · Target: Indefinite

Rule 506(b)·24 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Offering target, Reported investors, Exemptions

May 2, 2013Form D/A — Amendment

Reported sold: $12,837,003 · Target: $40,000,000

Rule 506·12 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Exemptions

May 11, 2011Form D — New notice

Reported sold: $1,250,000 · Target: $40,000,000

Rule 506·2 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

32

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

71%

Latest reported sold across 4 identified offerings

$205,688,740

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

3 unlinked amendments excluded.

Key People

MF

Executive Officer

Appears on 13 filings

JA

JOHN ADOLPHUS STALEY, IV

Executive Officer, Director

Appears on 13 filings

JD

JAMES DOUGLAS ROBERGE

Executive Officer, Director

Appears on 13 filings

BM

BRIAN MICHAEL MCINERNEY

Executive Officer, Director

Appears on 13 filings

IS

INC. STALEY CAPITAL ADVISERS

Promoter

Appears on 12 filings

WF

WILLIAM FALLING STOTZ

Executive Officer, Director

Appears on 12 filings

CF

CHRISTOPHER FRANK PRETSCH

Executive Officer

Appears on 12 filings

AJ

ANDREW JAMES ROBERGE

Executive Officer

Appears on 3 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Feb 26, 2025	Amendment	Indefinite	$52,124,690	32
Feb 9, 2024	New	N/A	$52,124,690	32
Feb 22, 2023	New	Indefinite	$52,124,690	32
Feb 24, 2022	Amendment	Indefinite	$51,924,680	31
Feb 25, 2021	Amendment	Indefinite	$51,924,680	31
Feb 27, 2020	Amendment	Indefinite	$50,924,680	31
Mar 7, 2018	Amendment	Indefinite	$50,924,680	31
Mar 8, 2017	Amendment	Indefinite	$50,824,680	31
Mar 10, 2016	Amendment	Indefinite	$50,514,680	31
Mar 4, 2016	New	Indefinite	$50,514,680	31
Mar 10, 2015	Amendment	Indefinite	$50,514,680	31
Mar 13, 2014	Amendment	Indefinite	$35,714,680	24
May 2, 2013	Amendment	$40,000,000	$12,837,003	12
May 11, 2011	New	$40,000,000	$1,250,000	2