9AT: NEW FORESTS INC. - Summary

NEW FORESTS INC.

other names

New Forests Inc. provides real assets investment services. The Company offers financial strategies in forestry, land management, and conservation projects. New Forests operates globally.

Revenue	$2.2 m
Headquarters	235 Pine Street Suite 1475 San Francisco, CA 94104 United States

Adviser Profile

As of Date	10/29/2024
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Other registrations (2)	SEC, ERA - Withdrawn, 12/07/2018 California, ERA - Withdrawn, 12/07/2018

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

GAV Count

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

Pie Radar

GAV Count

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Brochure Summary