NEW FORESTS INC.

other names
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Adviser Profile
As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 23 21.05%
of those in investment advisory functions 13
Registration SEC, Approved, 01/28/2019
Other registrations (2)
AUM* 684,128,574 16.18%
of that, discretionary 684,128,574 16.18%
Private Fund GAV* 658,013,104 18.01%
Avg Account Size 136,825,715 16.18%
SMA’s Yes
Private Funds 5
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

589M 505M 421M 336M 252M 168M 84M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$45,869,514
Fund TypeReal Estate Fund Count3 GAV$612,143,590

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Brochure Summary