Forest Investment Associates

Public-record details

Address

15 Piedmont Center, Suite 1250, Atlanta, GA 30305

Phone

(404) 829-8842

Listed under

Flat / fixed fees, % of assets managed

Legal name

Forest Investment Associates L.P.

CRD number

110163

Registration

SEC registered since 1986-06-20

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Performance-based fees; Other (Disposition & Acquisition Fees)

Commissions

None reported (Form ADV Item 5.E)

Regulatory assets under management

$5.2 billion

Accounts managed

20

Clients reported (Form ADV 5.D)

16

Employees

55

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-02

SEC registered investment adviser, CRD 110163, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 110163 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.