0001398344-21-009464.txt : 20210503
0001398344-21-009464.hdr.sgml : 20210503
20210503183748
ACCESSION NUMBER: 0001398344-21-009464
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20210503
FILED AS OF DATE: 20210503
DATE AS OF CHANGE: 20210503
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Mullins Derek Jason
CENTRAL INDEX KEY: 0001317507
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885161
MAIL ADDRESS:
STREET 1: C/O PINE ADVISOR SOLUTIONS
STREET 2: 501 S. CHERRY ST., SUITE 1090
CITY: DENVER
STATE: CO
ZIP: 80246
FORMER NAME:
FORMER CONFORMED NAME: mullins derek jason
DATE OF NAME CHANGE: 20050211
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Gossard Cory J
CENTRAL INDEX KEY: 0001609930
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885157
MAIL ADDRESS:
STREET 1: C/O PINE ADVISER SOLUTIONS
STREET 2: 501 S. CHERRY STREET, SUITE 1090
CITY: DENVER
STATE: CO
ZIP: 80246
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Teeple Amanda
CENTRAL INDEX KEY: 0001859952
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885160
MAIL ADDRESS:
STREET 1: C/O FORUM CAPITAL ADVISORS, LLC
STREET 2: 240 SAINT PAUL STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80206
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Dahl Elisabeth
CENTRAL INDEX KEY: 0001860182
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885162
MAIL ADDRESS:
STREET 1: C/O ULTIMUS FUND SOLUTIONS, LLC
STREET 2: 225 PICTORIA DRIVE, SUITE 450
CITY: CINCINNATI
STATE: OH
ZIP: 45246
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Merrill Tom
CENTRAL INDEX KEY: 0001860046
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885158
MAIL ADDRESS:
STREET 1: C/O FORUM CAPITAL ADVISORS, LLC
STREET 2: 240 SAINT PAUL STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80206
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Swerdlow Marc
CENTRAL INDEX KEY: 0001860053
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-23658
FILM NUMBER: 21885159
MAIL ADDRESS:
STREET 1: C/O FORUM CAPITAL ADVISORS, LLC
STREET 2: 240 SAINT PAUL STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80206
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Forum CRE Income Fund
CENTRAL INDEX KEY: 0001857314
IRS NUMBER: 862859042
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: C/O FORUM CAPITAL ADVISORS, LLC
STREET 2: 240 SAINT PAUL STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80206
BUSINESS PHONE: 303-501-8860
MAIL ADDRESS:
STREET 1: C/O FORUM CAPITAL ADVISORS, LLC
STREET 2: 240 SAINT PAUL STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80206
3
1
fp0065082_3.xml
X0206
3
2021-05-03
0
0001857314
Forum CRE Income Fund
N/A
0001860182
Dahl Elisabeth
C/O ULTIMUS FUND SOLUTIONS, LLC
225 PICTORIA DRIVE, SUITE 450
CINCINNATI
OH
45246
0
1
0
0
Secretary
0001860053
Swerdlow Marc
C/O FORUM CAPITAL ADVISORS, LLC
240 SAINT PAUL STREET, SUITE 400
DENVER
CO
80206
0
1
0
0
President
0001317507
Mullins Derek Jason
C/O PINE ADVISER SOLUTIONS
501 S. CHERRY STREET, SUITE 1090
DENVER
CO
80246
0
1
0
0
Chief Financial Officer
0001859952
Teeple Amanda
C/O FORUM CAPITAL ADVISORS, LLC
240 SAINT PAUL STREET, SUITE 400
DENVER
CO
80206
0
1
0
0
Vice President
0001860046
Merrill Tom
C/O FORUM CAPITAL ADVISORS, LLC
240 SAINT PAUL STREET, SUITE 400
DENVER
CO
80206
0
1
0
0
Assistant Treasurer
0001609930
Gossard Cory J
C/O PINE ADVISER SOLUTIONS
501 S. CHERRY STREET, SUITE 1090
DENVER
CO
80246
0
1
0
0
Chief Compliance Officer
Class I Shares
0
D
No securities are beneficially owned.
/s/ Elisabeth Dahl
2021-05-03
/s/ Marc Swerdlow
2021-05-03
/s/ Derek Mullins
2021-05-03
/s/ Amanda Teeple
2021-05-03
/s/ Tom Merrill
2021-05-03
/s/ Cory Gossard
2021-05-03