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NEW FORESTS INC.
CRD 165267 · SEC 801-114546
580 CALIFORNIA STREET, STE 1210, SAN FRANCISCO, CA, 94104, United States
Phone
415-321-3300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$981.9M
Discretionary AUM
$981.9M
Team
22 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2025-09-22
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)CANADIAN GOVERNMENT EMPLOYEE PENSION INVESTMENT MANAGER
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $981.9M |
States served
CA, DE
All web addresses on file
Official SEC filing: View on IAPD