Forest Investment Management LLC

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Assets, Funds, Holdings

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Forest Investment Management LLC
CRD #111773
SEC #801-43106
CIK #0001577392, 0001082506
AUM
Employees
Phone203-698-0044
Address53 Forest Avenue
Old Greenwich, CT 06870
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1400112084056028001999200720152024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 10 597.8
By Discretionary
Discretionary 10 597.8
Non-Discretionary 0 0.0
Total 10 597.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 597.8
Total 10 597.8
EDGAR Form CIK 2011 - 2025
10-K [0001082506]
10-Q [0001082506]
3 [0001082506]
4 [0001082506]
5 [0001082506]
8-K [0001082506]
D [0001082506]
SC 13D [0001082506]
SC 13G [0001082506]
D [0001577392]
Form 13D/13G Filer Form 13D/13G Subject Filed
JPMorgan Chase & Co Forest Investments Inc [2021-01-07]
Reed Peter A Great Elm Capital Group Inc [2020-10-30]
PC Elfun LLC Great Elm Capital Group Inc [2020-03-05]
Great Elm Capital Group Inc Great Elm Capital Corp [2019-10-01]
Long Ball Partners LLC Great Elm Capital Group Inc [2019-05-06]
Long Ball Partners LLC Great Elm Capital Group Inc [2019-04-15]
Great Elm Capital Group Inc Great Elm Capital Corp [2018-09-11]
Northern Right Capital Management LP Great Elm Capital Group Inc [2017-09-26]
Cove Street Capital LLC Great Elm Capital Group Inc [2017-02-14]
Dimensional Fund Advisors LP Unwired Planet Inc [2016-02-09]
View All
Form 3/4/5 Subject 2011 - 2025
Forest Investments, Inc.
Long Ball Partners LLC
Imperial Capital Asset Management, LLC
Reese Jason W.
Great Elm Capital Corp.
Drapkin Matthew A
Scheyer Eric J
Harbin Thomas S
Parmelee James P
Pearson Brent J
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