Sanjay Paul Sharma

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 08/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 07/2023 → 08/2025
  Forum Financial Management, Lp
  Lombard, IL
• 06/2022 → 08/2024
  Alternativ, Inc.
  New York, NY
• 08/2022 → Present
  Sp Sharma Consulting Llc
  Miami, FL
• 09/2015 → 12/2024
  Bridge Financial Technology
  Chicago, IL

Other Businesses

SP Sharma Consulting LLC; Not investment related; 68 SE 6th St. Apt 2211, Miami, FL 33131; Sole Member LLC / Technology Consulting firm; Founder; 08/2022; 10 hours devoted per month; Less than 5 hours during securities trading hours; technology consulting and support services.

Designations

• Chartered Financial Analyst

Other Names

• Sanjay Sharma