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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New Forests Inc
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| CRD # | 165267 |
| SEC # | 801-114546 |
| CIK # | |
| AUM | $684.1 M (2025-03-27) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 415-321-3300 |
| Address | 315 Montgomery Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | California Timberland Investments LP | 2021-10-27 | 0.0 | |
| RE | IFM Timber Holdings LP | 2021-10-27 | 302.7 | |
| PE | Forest Carbon Partners LP | 2018-12-07 | 1.7 | |
| PE | Forest Climate Solutions Fund LP | [2018-12-07] | 0.0 | 44.2 |
| RE | Shasta Cascade Timberlands LP | [2018-09-28] | 0.1 | 309.4 |
| RE | California Timberland Investments LP | 2016-09-29 | 17.8 | |
| PE | Forest Carbon Partners LP | 2012-12-12 | 0.9 | |
| PE | The ECO Products Fund LP | [2011-12-22] | 0.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 684.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 684.1 |
| By Discretionary | ||
| Discretionary | 5 | 684.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 684.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 684.1 | |
| Total | 5 | 684.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Brand | 14 | ||
| David Brentlinger | 4 | ||
| Brian Shillinglaw | 4 | ||
| Gavin Le Roux | 1 | ||
| Kelvin Mak | 1 | ||
| New Forests FCS GP | 1 | ||
| Nathan Townsend | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LISC Fund Management LLC
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|
NY | 0.8 |
|
Nexa Equity LLC
✚
|
CA | 0.8 |
|
Harris Preston & Partners LLC
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|
TX | 0.8 |
|
Impact Investment Adviser LLC
✚
|
CA | 0.7 |
|
Virtus Real Estate LLC
✚
|
TX | 0.7 |
|
Merchants Asset Management LLC
✚
|
NY | 0.7 |
|
Trinity Investors Fund Advisors LLC
✚
|
TX | 0.6 |
|
Northlight Capital Partners LLC
✚
|
CT | 0.5 |
|
TREZ Capital Fund Management Limited Partnership
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|
0.5 | |
|
CRG Fund Manager LLC
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|
IL | 0.5 |