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NEW FORESTS INC.
CRD 165267File 801-114546
APPROVED
Custody
Filing as of Sep 22, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$981.9M
Above cohort median (national)
Discretionary AUM
$981.9M
Clients
4
4 accounts
Employees
22
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 28, 2019
- Principal office
- 580 CALIFORNIA STREET, STE 1210, SAN FRANCISCO, CA, 94104
- Phone
- 415-321-3300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $981.9M
- Discretionary AUM
- $981.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $245.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $981.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- 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 |
|---|---|---|---|
| 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.