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President · Forum Capital Advisors LLC

Lee Beck

CRD 2225933 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Forum Capital Advisors LLC, an SEC-registered private fund adviser based in Denver, CO with $815 million in regulatory assets, lists Lee Beck on its Form ADV as President, a control person. The SEC filings also name Lee at 1 other registered adviser.

Firms and roles

AtlasMembers

Lee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Darren M. FiskFounder and Chief Executive Officer, Forum Capital Advisors LLC
  • Elizabeth A. RyanGeneral Counsel & Chief Compliance Officer, Forum Capital Advisors LLC
  • Paul J. McAuliffeChief Financial Officer, Forum Capital Advisors LLC
  • Edie M. SuhrChief Operating Officer & General Counsel, Forum Capital Advisors LLC
  • Harry G. AlcockChief Investment Officer, Forum Capital Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.