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FOREST INVESTMENT ASSOCIATES
ATLANTA, GA
404-829-8842
SEC #801-27363Total AUM
$5.2B
Employees
55Clients
18Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15 PIEDMONT CENTER
SUITE 1250
ATLANTA
GA 30305-1509
United States
SUITE 1250
ATLANTA
GA 30305-1509
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
404-829-8842
Financials
Total AUM
$5.2B
Accounts
20Discretionary
$277M
Accounts
18Non-Discretionary
$5B
Accounts
2
Clients
HNW Individual Clients
1AUM
$151.9M
Pooled Vehicle Clients
5AUM
$1.3B
Pension/Profit Sharing Plan Clients
5AUM
$1.5B
Government Entity Clients
6AUM
$2.2B
Other Clients
1AUM
$17.5M
Description of Other Clients
ENDOWMENTS
Services
Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MANAGES INVESTMENT ADVISORY ACCOUNTS CONTAINING TIMBERLAND ASSETS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DISPOSITION & ACQUISITION FEES
Compliance
Disclosures
None reported
State Registrations
GA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.