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New Forests Inc.

● SEC registered since 2019CRD 165267SEC# 801-114546San Francisco, CA
Export (members)
Ranks #3,160 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$684.1M
Fund GAV
$658M
Private funds
5
Employees
23
Accounts
5
Location
San Francisco, CA

New Forests Inc. assets under management

New Forests Inc. is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2019. It reports $684.1 million in regulatory assets under management and employs 23 people. New Forests Inc. manages 5 private funds with combined gross assets of $658 million, including Shasta Cascade Timberlands LP. By regulatory assets, it ranks 3,160 of 5,911 private fund managers.

New Forests Inc. private funds

5 funds · $658M GAV
FundTypeGross assetsMin.
Shasta Cascade Timberlands LPReal Estate$309.4M$3.1M
Ifm Timber Holdings, LPReal Estate$302.7M
Forest Climate Solutions Fund LPPrivate Equity$44.2M$10M
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New Forests Inc. owners & executives

16 reported
NameTitleOwnershipSince
Audrie Rae Shannon ControlTreasurer, Head Of Us FinanceUnder 5%2021
Chelsey Ann Norberg ControlSecretaryUnder 5%2023
David Andrew Brentlinger ControlChairman Of The Board, DirectorUnder 5%2017
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Frequently asked questions

How much does New Forests Inc. manage?

New Forests Inc. reports $684.1 million in regulatory assets under management on its Form ADV.

How many private funds does New Forests Inc. manage?

New Forests Inc. manages 5 private funds with combined gross assets of $658 million.

How many employees does New Forests Inc. have?

New Forests Inc. reports 23 employees.

Where is New Forests Inc. located?

New Forests Inc. is based in San Francisco, CA and has been SEC-registered since 2019.

Does New Forests Inc. disclose fund performance?

New Forests Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address315 Montgomery Street, Ste 1003, San Francisco, CA 94105
Phone415-321-3300
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$684.1M
Non-discretionary$0
Total (RAUM)$684.1M

Service providers

Auditor
Custodian