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GLOBAL FOREST PARTNERS LP
CRD 127064File 801-62203
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.50B
Top 25% of cohort (national)
Discretionary AUM
$2.15B
Non-discretionary $1.35B
Clients
19
19 accounts
Employees
24
Top 10% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 8, 2003
- Principal office
- 67 ETNA ROAD, SUITE 500, LEBANON, NH, 03766
- Phone
- 603-298-7001
- Website
- HTTP://WWW.GFPLP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.50B
- Discretionary AUM
- $2.15B
- Non-discretionary AUM
- $1.35B
- Discretionary accounts
- 14
- Non-discretionary accounts
- 5
- Total accounts
- 19
- AUM per client
- $184.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $2.98B |
| State or municipal government entities | 2 | $516.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $3,701,949,000 | $3,499,624,000 | decreased by$202,325,000 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 19 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,473,912,000 | $3,701,949,000 | increased by$228,037,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 19 | decreased by33 |
| Apr 1, 2022 | Employees | 26 | 24 | decreased by2 |
| Apr 1, 2022 | Clients | 54 | 52 | decreased by2 |
| Apr 1, 2022 | AUM | $3,541,161,000 | $3,473,912,000 | decreased by$67,249,000 |
| Apr 1, 2022 | Accounts | 54 | 52 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL FOREST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL FOREST” may also match similarly-named firms). Confirm identity against each filing.
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.