NEW FORESTS INC.
CRD #165267 SEC #801-114546 SAN FRANCISCO, CA 415-321-3300
SEC Registered Private Funds
Total AUM
$981.9M
Discretionary
$981.9M
Employees
22
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $981.9M | $981.9M | $0 | 22 | 0 |
| Mar 2025 | $684.1M | $684.1M | $0 | 23 | 0 |
| Oct 2024 | $684.1M | $684.1M | $0 | 23 | 0 |
| Oct 2024 | $684.1M | $684.1M | $0 | 23 | 0 |
| Nov 2023 | $633.6M | $633.6M | $0 | 22 | 0 |
| Oct 2023 | $583.7M | $583.7M | $0 | 22 | 0 |
| Sep 2023 | $583.7M | $583.7M | $0 | 22 | 0 |
| Jun 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| May 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| Apr 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| Mar 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| Feb 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| Feb 2023 | $588.9M | $588.9M | $0 | 19 | 0 |
| Sep 2022 | $588.9M | $588.9M | $0 | 19 | 0 |
| Jul 2022 | $433.3M | $433.3M | $0 | 16 | 0 |
| Oct 2021 | $433.3M | $433.3M | $0 | 16 | 0 |
| Sep 2021 | $433.3M | $2.7M | $430.6M | 16 | 0 |
| Aug 2021 | $352M | $352M | $0 | 19 | 0 |
| Apr 2021 | $352M | $352M | $0 | 19 | 0 |
| Nov 2020 | $352M | $352M | $0 | 19 | 0 |
| Sep 2020 | $351.9M | $351.9M | $0 | 19 | 0 |
| Sep 2019 | $332.3M | $332.3M | $0 | 13 | 0 |
| Dec 2018 | $286.5M | $286.5M | $0 | 11 | 0 |
DateSep 2025
Total AUM$981.9M
Discretionary$981.9M
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$684.1M
Discretionary$684.1M
Non-Disc.$0
Employees23
Clients0
DateOct 2024
Total AUM$684.1M
Discretionary$684.1M
Non-Disc.$0
Employees23
Clients0
DateOct 2024
Total AUM$684.1M
Discretionary$684.1M
Non-Disc.$0
Employees23
Clients0
DateNov 2023
Total AUM$633.6M
Discretionary$633.6M
Non-Disc.$0
Employees22
Clients0
DateOct 2023
Total AUM$583.7M
Discretionary$583.7M
Non-Disc.$0
Employees22
Clients0
DateSep 2023
Total AUM$583.7M
Discretionary$583.7M
Non-Disc.$0
Employees22
Clients0
DateJun 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateMay 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateApr 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateFeb 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateFeb 2023
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateSep 2022
Total AUM$588.9M
Discretionary$588.9M
Non-Disc.$0
Employees19
Clients0
DateJul 2022
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees16
Clients0
DateOct 2021
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$433.3M
Discretionary$2.7M
Non-Disc.$430.6M
Employees16
Clients0
DateAug 2021
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees19
Clients0
DateNov 2020
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees19
Clients0
DateSep 2020
Total AUM$351.9M
Discretionary$351.9M
Non-Disc.$0
Employees19
Clients0
DateSep 2019
Total AUM$332.3M
Discretionary$332.3M
Non-Disc.$0
Employees13
Clients0
DateDec 2018
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees11
Clients0