NEW FORESTS INC.

other names
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Adviser Profile
As of Date 11/07/2023
Adviser Type - Large advisory firm
Number of Employees 22 15.79%
of those in investment advisory functions 13
Registration SEC, Approved, 01/28/2019
Other registrations (2)
AUM* 633,596,842 7.60%
of that, discretionary 633,596,842 7.60%
Private Fund GAV* 557,582,899
Avg Account Size 126,719,368 7.60%
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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$47,863,550
Fund TypeReal Estate Fund Count3 GAV$509,719,349

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Brochure Summary