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