NEW FORESTS INC.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 165267
- Registered since
- January 28, 2019
- Website
- newforests.com.au
- 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
FINTRXOverview
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
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 1Mark Rogers
Chief Executive OfficerCRD 7443870
Contacts
3 of 12MICHELLE ELLIOT
Global Head of FundsCRD 7586753
CHELSEY NORBERG
OfficerCRD 7999032
ROBERT HAGLER
PrincipalCRD 4537936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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