FOREST INVESTMENT ASSOCIATES L.P.
Legal name: FOREST INVESTMENT ASSOCIATES
CRD #110163 SEC #801-27363 ATLANTA, GA 404-829-8842
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5B
Employees
60
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.2B | $5B | $261.1M | 60 | 0 |
| May 2024 | $5B | $4.8B | $244.8M | 56 | 0 |
| Mar 2024 | $5B | $4.8B | $244.8M | 56 | 0 |
| Nov 2023 | $4.6B | $4.3B | $307.5M | 54 | 0 |
| Aug 2023 | $4.6B | $4.3B | $307.5M | 54 | 0 |
| Mar 2023 | $4.6B | $4.3B | $307.5M | 54 | 0 |
| Mar 2022 | $4.4B | $4B | $427.5M | 52 | 0 |
| May 2021 | $4.4B | $3.9B | $479.2M | 39 | 0 |
| Apr 2021 | $4.4B | $3.9B | $479.2M | 39 | 0 |
| Mar 2021 | $4.4B | $3.9B | $479.2M | 39 | 0 |
| Jun 2020 | $4.7B | $4.2B | $482.4M | 38 | 0 |
| Mar 2020 | $4.7B | $4.2B | $482.4M | 38 | 0 |
| Mar 2019 | $4.8B | $4.4B | $479.1M | 38 | 0 |
| Feb 2019 | $5B | $4.4B | $612.2M | 44 | 0 |
| Apr 2018 | $5B | $4.4B | $612.2M | 44 | 0 |
| Mar 2018 | $5B | $4.4B | $612.2M | 44 | 0 |
| Mar 2017 | $5.7B | $5.1B | $616.3M | 46 | 26 |
| Apr 2016 | $4.8B | $4.3B | $491.2M | 45 | 26 |
| Mar 2016 | $4.8B | $4.3B | $491.2M | 45 | 26 |
| Sep 2015 | $4.4B | $3.9B | $466.5M | 55 | 11 |
| Mar 2015 | $4.4B | $3.9B | $466.5M | 55 | 11 |
| Mar 2014 | $4.3B | $3.8B | $436.3M | 52 | 11 |
| Mar 2013 | $4B | $3.6B | $406.8M | 48 | 11 |
| Mar 2012 | $3.5B | $3.1B | $400M | 11 | 11 |
| Mar 2011 | $3.3B | $2.8B | $435.9M | -- | -- |
| Mar 2011 | $3.3B | $2.8B | $435.9M | -- | -- |
| Apr 2009 | $3.3B | $2.8B | $446.8M | -- | -- |
| Sep 2008 | $3B | $2.5B | $480.2M | -- | -- |
| May 2007 | $2.6B | $2.1B | $451.5M | -- | -- |
| Mar 2007 | $2.6B | $2.1B | $451.5M | -- | -- |
| Mar 2006 | $1.7B | $1.5B | $197.5M | -- | -- |
| Sep 2005 | $2B | $1.8B | $206.6M | -- | -- |
DateMar 2025
Total AUM$5.2B
Discretionary$5B
Non-Disc.$261.1M
Employees60
Clients0
DateMay 2024
Total AUM$5B
Discretionary$4.8B
Non-Disc.$244.8M
Employees56
Clients0
DateMar 2024
Total AUM$5B
Discretionary$4.8B
Non-Disc.$244.8M
Employees56
Clients0
DateNov 2023
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$307.5M
Employees54
Clients0
DateAug 2023
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$307.5M
Employees54
Clients0
DateMar 2023
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$307.5M
Employees54
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4B
Non-Disc.$427.5M
Employees52
Clients0
DateMay 2021
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$479.2M
Employees39
Clients0
DateApr 2021
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$479.2M
Employees39
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$479.2M
Employees39
Clients0
DateJun 2020
Total AUM$4.7B
Discretionary$4.2B
Non-Disc.$482.4M
Employees38
Clients0
DateMar 2020
Total AUM$4.7B
Discretionary$4.2B
Non-Disc.$482.4M
Employees38
Clients0
DateMar 2019
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$479.1M
Employees38
Clients0
DateFeb 2019
Total AUM$5B
Discretionary$4.4B
Non-Disc.$612.2M
Employees44
Clients0
DateApr 2018
Total AUM$5B
Discretionary$4.4B
Non-Disc.$612.2M
Employees44
Clients0
DateMar 2018
Total AUM$5B
Discretionary$4.4B
Non-Disc.$612.2M
Employees44
Clients0
DateMar 2017
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$616.3M
Employees46
Clients26
DateApr 2016
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$491.2M
Employees45
Clients26
DateMar 2016
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$491.2M
Employees45
Clients26
DateSep 2015
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$466.5M
Employees55
Clients11
DateMar 2015
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$466.5M
Employees55
Clients11
DateMar 2014
Total AUM$4.3B
Discretionary$3.8B
Non-Disc.$436.3M
Employees52
Clients11
DateMar 2013
Total AUM$4B
Discretionary$3.6B
Non-Disc.$406.8M
Employees48
Clients11
DateMar 2012
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$400M
Employees11
Clients11
DateMar 2011
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$435.9M
Employees--
Clients--
DateMar 2011
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$435.9M
Employees--
Clients--
DateApr 2009
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$446.8M
Employees--
Clients--
DateSep 2008
Total AUM$3B
Discretionary$2.5B
Non-Disc.$480.2M
Employees--
Clients--
DateMay 2007
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$451.5M
Employees--
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$451.5M
Employees--
Clients--
DateMar 2006
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$197.5M
Employees--
Clients--
DateSep 2005
Total AUM$2B
Discretionary$1.8B
Non-Disc.$206.6M
Employees--
Clients--