Forest Investment Associates is an SEC registered investment adviser organized as a limited partnership with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 2, 2026, reports $5.2B in regulatory assets under management, 55 employees, and 20 accounts.
Assets Under Management
$5.2B
Employees
55
Offices
--
Total Clients
16
Primary office
ATLANTA, GA
15 PIEDMONT CENTER, SUITE 1250, ATLANTA, GA, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 37.5% of total clients.
Top client categories% of clientsClients
1
Government
37.5%
6
2
Pooled Investment Vehicles
31.3%
5
3
Pension Plans
31.3%
5
Categories with <5 clients
ENDOWMENTS<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of April 2, 2026
Discretionary5.3%
$277M
5% of total RAUM5.3%
Non-discretionary94.7%
$5.0B
95% of total RAUM94.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.2B
Total Accounts20
10Y AUM Change$-454M (-8.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee0:1
10Y Employee Change+9 (+19.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.