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Forest Asset Management LLC

● SEC registered since 2021CRD 139795SEC# 801-120899Riverside, IL
Export (members)
Reg. AUM
$198.3M
Employees
3
Accounts
456
Location
Riverside, IL

Forest Asset Management LLC assets under management

Forest Asset Management LLC is a registered investment adviser overseen by the SEC based in Riverside, IL. The firm has been registered since 2021. It reports $198.3 million in regulatory assets under management and employs 3 people.

Forest Asset Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Joann Pesavento May ControlManaging Member, Chief Compliance OfficerOver 75%2006
Tyler Cole MayMember10-25%2025

Frequently asked questions

How much does Forest Asset Management LLC manage?

Forest Asset Management LLC reports $198.3 million in regulatory assets under management on its Form ADV.

How many employees does Forest Asset Management LLC have?

Forest Asset Management LLC reports 3 employees.

Where is Forest Asset Management LLC located?

Forest Asset Management LLC is based in Riverside, IL and has been SEC-registered since 2021.

Does Forest Asset Management LLC disclose fund performance?

Forest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address345 E. Burlington Street, Suite C1, Riverside, IL 60546
Phone708-447-7086
Fax708-317-0404
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198.3M
Non-discretionary$0
Total (RAUM)$198.3M