RIA Intel›Advisers›Georgia›FOREST INVESTMENT ASSOCIATES L.P.

FOREST INVESTMENT ASSOCIATES L.P.

Advisory

N·ATLANTA, GA

Data as of Apr 2, 2026 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

+3.7%

3-Year CAGR

+6.0%

Employees

13

Assets Under Management

Total AUM$5.2B

Discretionary AUM$277M

Non-Discretionary AUM$5.0B

Discretionary %5.3%

Total Clients21

Team

Total Employees13

Investment Advisers55

Employee Growth (1Y)+18.2%

Filing History

Total Filings on Record41

First FilingMar 1, 2001

Latest FilingApr 2, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FOREST INVESTMENT ASSOCIATES L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.