SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Forest Investment Associates
Atlanta, GA
Forest Investment Associates L.P., CRD 110163
Firm filing updated April 2, 2026 ·
- $5.2BAssets
- 13Advisory staff
- 20Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- State or municipal government entities (including government pension plans)6
- Pooled vehicles5
- Pension and profit sharing plans5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $151.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1.5 billion |
| State or municipal government entities (including government pension plans) | 6 | $2.2 billion |
| Other: "ENDOWMENTS" | Fewer than 5 clients | $17.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MANAGES INVESTMENT ADVISORY ACCOUNTS CONTAINING TIMBERLAND ASSETS"
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MANAGES INVESTMENT ADVISORY ACCOUNTS CONTAINING TIMBERLAND ASSETS"
Assets and accounts
- Regulatory assets$5.2 billion
- Accounts20
- Discretionary$277.0 million · 18 accounts
- Non-discretionary$5.0 billion · 2 accounts
People
- Employees55
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Forest Investment Associates L.P. SEC-registered investment advisor. CRD 110163, SEC file 801-27363.
- Registered with the SEC as an investment advisor (status date on record: June 20, 1986).
Is Forest Investment Associates a fiduciary?
Short answer: Forest Investment Associates is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.