FOREST INVESTMENT ASSOCIATES

Legal name: FOREST INVESTMENT ASSOCIATES L.P.

CRD 110163File 801-27363

APPROVED

Custody

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.24B

Top 25% of cohort (national)

Discretionary AUM

$277.0M

Non-discretionary $4.96B

Clients

20 accounts

Employees

Top 10% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: ARO
Registration date: Jun 20, 1986
Principal office: 15 PIEDMONT CENTER, SUITE 1250, ATLANTA, GA, 30305-1509
Phone: 404-829-8842
Website: HTTP://WWW.FORESTINVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.24B
Discretionary AUM: $277.0M
Non-discretionary AUM: $4.96B
Discretionary accounts: 18
Non-discretionary accounts: 2
Total accounts: 20
AUM per client: $327.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	Fewer than 5	$151.9M
Pooled investment vehicles	5	$1.28B
Pension and profit sharing plans	5	$1.54B
State or municipal government entities	6	$2.24B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — DISPOSITION & ACQUISITION FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.