RIA Intel›Advisers›New Hampshire›GLOBAL FOREST PARTNERS LP

GLOBAL FOREST PARTNERS LP

Advisory

N·LEBANON, NH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+4.1%

3-Year CAGR

+2.1%

Employees

24

Assets Under Management

Total AUM$3.5B

Discretionary AUM$2.1B

Non-Discretionary AUM$1.4B

Discretionary %61.3%

Total Clients19

Team

Total Employees24

Investment Advisers24

Employee Growth (1Y)+4.3%

Filing History

Total Filings on Record47

First FilingOct 22, 2003

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 23+ 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 GLOBAL FOREST PARTNERS LP

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