The NEW FORESTS INC. is a privately held investment adviser that advises $981.85mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. NEW FORESTS INC. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 178.92% over the last 5-years.
The Group has been registered with the SEC for 13.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 580 CALIFORNIA STREET STE 1210, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 22 employees comprised of 13 investment and 9 non-investment staff. The total number of Employees increased by 15.79% over the last 5-years.
Their $981.85mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $981.85mn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and ESG, representing 99.74% and 0.26% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $658mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
NEW FORESTS INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.