NEW FORESTS INC.

other names
  • NEW FORESTS INC.

Adviser Profile
As of Date 09/22/2025
ADV Location SAN FRANCISCO, CA, United States
Adviser Type - Large advisory firm
Number of Employees 22
of those in investment advisory functions 13
Registration SEC, Approved, 01/28/2019
Other registrations (2)
AUM* 981,851,617 55%
of that, discretionary 981,851,617 55%
Private Fund GAV* 658,003,110 0%
Avg Account Size 245,462,904 94%
SMA’s Yes
Private Funds 4 1
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

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RSM US LLP Filing Date04/19/2025 Form ADV-E View Report
Accounting Firm Name RSM US LLP Filing Date04/26/2024 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$45,869,514
Fund TypeReal Estate Fund Count2 GAV$612,133,596

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Brochure Summary