NEW FORESTS INC.

RIASEC RegisteredEst. 2019
Total AUM
$982M
Discretionary
$982M
100% of AUM
Avg account
$245M
Accounts
4
Employees
22
Advisory reps
13

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
165267
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Forests Inc. is a multifaceted investment firm that operates as a private equity and real estate fund manager. Established in 2019, the firm primarily focuses on portfolio management for pooled investment vehicles and for businesses or institutions. With a client base that consists mainly of institutional investors, New Forests Inc. employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. The firm does not actively pursue ESG investments and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Mark Rogers

    Chief Executive OfficerCRD 7443870

Contacts

3 of 12
  • MICHELLE ELLIOT

    Global Head of FundsCRD 7586753

  • CHELSEY NORBERG

    OfficerCRD 7999032

  • ROBERT HAGLER

    PrincipalCRD 4537936

Unlock 9 more contacts

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
580 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth