The FOREST INVESTMENT ASSOCIATES is a privately held investment adviser that advises $5.22Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FOREST INVESTMENT ASSOCIATES 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 20.49% over the last 5-years.
The Group has been registered with the SEC for 40.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 15 PIEDMONT CENTER SUITE 1250, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 55 employees comprised of 13 investment and 42 non-investment staff. The total number of Employees increased by 41.03% over the last 5-years.
Their $5.22Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 11 other accounts. Assets of Government Entities and Pension Plans clients own $2.24Bn or 43% of Total Assets and Pension and Profit Sharing Plans-Private own $1.54Bn or 29.58% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Government Entities and Pension Plans and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $1.28Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
FOREST INVESTMENT ASSOCIATES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.