BLUE FOREST ASSET MANAGEMENT
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 338084
- Registered since
- October 10, 2025
Firm profile
FINTRXOverview
Blue Forest Asset Management is organized as a limited liability company and reports both a domestic-entity and an individual owner. The firm is SEC-registered (registration year listed as 2025) and is classified in the source data as unclassified. It does not present itself as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Blue Forest also serves as a sponsor and general partner and acts as the managing member for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ZACHARY KNIGHT
Co-Founder & CEOCRD 4997024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 5960 S Land Park Dr
- Time zone
- PT (UTC-8)
- Office locations
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