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NEW FORESTS INC.
CRD 165267File 801-114546
APPROVED
Custody
Filing as of Sep 22, 2025
Feed vintage Oct 1, 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
- Website
- https://newforests.com/
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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 23 | 22 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 5 | 4 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $684,128,574 | $981,851,617 | increased by$297,723,043 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 23 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $588,855,605 | $684,128,574 | increased by$95,272,969 |
| Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| Oct 1, 2022 | AUM | $433,266,350 | $588,855,605 | increased by$155,589,255 |
| Oct 1, 2021 | Employees | 19 | 16 | decreased by3 |
| Oct 1, 2021 | Clients | 4 | 5 | increased by1 |
| Oct 1, 2021 | AUM | $352,023,696 | $433,266,350 | increased by$81,242,654 |
| 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 “NEW FORESTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW FORESTS” 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.