Forest Asset Management LLC
● SEC registered since 2021CRD 139795SEC# 801-120899Riverside, IL
Reg. AUM
$230.7M
Employees
3
Accounts
468
Location
Riverside, IL
Forest Asset Management LLC assets under management
Forest Asset Management LLC is a registered investment adviser overseen by the SEC based in Riverside, IL. The firm has been registered since 2021. It reports $230.7 million in regulatory assets under management and employs 3 people.
Forest Asset Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joann Pesavento May Control | Managing Member, Chief Compliance Officer | Over 75% | 2006 |
| Tyler Cole May | Member | 10-25% | 2025 |
Frequently asked questions
How much does Forest Asset Management LLC manage?
Forest Asset Management LLC reports $230.7 million in regulatory assets under management on its Form ADV.
How many employees does Forest Asset Management LLC have?
Forest Asset Management LLC reports 3 employees.
Where is Forest Asset Management LLC located?
Forest Asset Management LLC is based in Riverside, IL and has been SEC-registered since 2021.
Does Forest Asset Management LLC disclose fund performance?
Forest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 345 E. Burlington Street, Suite C1, Riverside, IL 60546 |
| Phone | 708-447-7086 |
| Fax | 708-317-0404 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230.7M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$230.7Mregulatory AUM
Discretionary $230.7M