GLOBAL FOREST PARTNERS LP

RIASEC RegisteredEst. 2003
Total AUM
$3.5B
Discretionary
$2.1B
61% of AUM
Avg account
$184M
Accounts
19
Employees
24
Advisory reps
9

Firm details

Headquarters
LEBANON, New Hampshire
CRD number
127064
Registered since
July 8, 2003
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.25%
  • State / Municipal Government14.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Forest Partners LP is organized as a limited partnership that operates as a real-asset fund manager with an institutional client base. The adviser has been SEC-registered since 2003 and performs portfolio management for pooled investment vehicles and for institutional or business clients. It also functions in sponsor/GP and commodity pool operator/commodity trading adviser (CPO/CTA) roles for pooled vehicles it sponsors or manages. The firm’s fee mix includes percentage-of-AUM charges alongside fixed fees and performance-based fees. According to regulatory filings, it is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 2%98%
  • Private Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • MICHAEL MCFETRIDGE

    Partner, CIOCRD 5648730

  • PASCAL MAITRE

    Chief Financial OfficerCRD 7505269

  • KATHERINE LIBBY

    Chief Compliance OfficerCRD 4969913

Contacts

3 of 6
  • CHRISTIAN WARRINGTON

    Director of Investor Relations and Business DevelopmentCRD 4267096

  • JOEL ESHBAUGH

    Partner & Director Of InvestmentsCRD 5314933

  • Alberto Voulminot Arcos Pérez

    Portfolio ManagerCRD 6628407

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LEBANON, NH

GRAFTON

Location

LEBANON, NH

Headquartered in LEBANON, NH, in the Northeast of the United States.

Region
Northeast
County
GRAFTON
Address
67 Etna Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth