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| Forest Investment Associates LP
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|---|---|
| CRD # | 110163 |
| SEC # | 801-27363 |
| CIK # | |
| AUM | 5,235.2 M (2026-04-02) |
| Employees | 55 (24% Investors, 0% Brokers) |
| Phone | 404-829-8842 |
| Address | 15 Piedmont Center Atlanta, GA 30305-1509 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Bavarian Timber 2015 LLC | 2024-03-28 | 313.0 M | |
| RE | FIA Timber Growth and Value Partners LP | [2016-03-30] | 245.2 M | |
| Offered $300,000,000 · Filed 2015-07-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $300,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | FIA Timber Growth and Value Partners A LP | [2015-03-30] | 200.0 M | 241.9 M |
| Offered $200,000,000 · Filed 2015-07-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Not Applicable | ||||
| RE | FIA Timber Growth Partners LP | [2012-03-30] | 136.9 M | 331.4 M |
| Offered $300,000,000 · Filed 2009-10-06 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $163,110,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | FIA Timber Partners II LP | [2012-03-30] | 107.5 M | 147.3 M |
| Offered $250,000,000 · Filed 2010-10-06 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $142,500,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | FIA Timber Partners LP | 2012-03-30 | 4.9 M | |
| RE | FIA Timber Partners Special Situation Fund LP | 2012-03-30 | 1.2 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.3 |
| (g) Pension and profit sharing plans | 5 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 2.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 5.2 |
| By Discretionary | ||
| Discretionary | 18 | 0.3 |
| Non-Discretionary | 2 | 5.0 |
| Total | 20 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 4.6 | |
| Total | 20 | 5.2 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Illinois Municipal Retirement Fund | |
| Ohio Police & Firefighters |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Hart | Executive Officer | 18 | 2 | |
| Thomas Healey | Executive Officer | 9 | 2 | |
| Marc Walley | Executive Officer | 9 | 2 | |
| Timothy Corriero | Executive Officer | 8 | 2 | |
| Healey Timber LLC | Executive Officer | 6 | 2 | |
| L Kelly | Executive Officer | 5 | 2 | |
| Forest Investment Associates LP | Executive Officer | 4 | 2 | |
| Fia Timber Growth and Value Management LLC | Director | 3 | 2 | |
| L Michael Kelly | Executive Officer | 2 | 2 | |
| Fia Investment Associates LP | Executive Officer | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Serves | Institutional |
| Fund Types | Real Estate |
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