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New Forests Inc.

● SEC registered since 2019CRD 165267SEC# 801-114546San Francisco, CA
Export (members)
Ranks #3,022 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$981.9M
Fund GAV
$658M
Private funds
4
Employees
22
Accounts
4
Location
San Francisco, CA

New Forests Inc. assets under management

New Forests Inc. is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2019. It reports $981.9 million in regulatory assets under management and employs 22 people. New Forests Inc. manages 4 private funds with combined gross assets of $658 million, including Shasta Cascade Timberlands LP. By regulatory assets, it ranks 3,022 of 6,004 private fund managers.

New Forests Inc. private funds

4 funds · $658M GAV
FundTypeGross assetsMin.
Shasta Cascade Timberlands LPReal Estate$309.4M$3.1M
Ifm Timber Holdings, LPReal Estate$302.7M
Forest Climate Solutions Fund LPPrivate Equity$44.2M$10M
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New Forests Inc. owners & executives

16 reported
NameTitleOwnershipSince
Audrie Rae Shannon ControlTreasurer, Head Of Us FinanceUnder 5%2021
Chelsey Ann Norberg ControlSecretaryUnder 5%2023
David Andrew Brentlinger ControlChairman Of The Board, DirectorUnder 5%2017
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Frequently asked questions

How much does New Forests Inc. manage?

New Forests Inc. reports $981.9 million in regulatory assets under management on its Form ADV.

How many private funds does New Forests Inc. manage?

New Forests Inc. manages 4 private funds with combined gross assets of $658 million.

How many employees does New Forests Inc. have?

New Forests Inc. reports 22 employees.

Where is New Forests Inc. located?

New Forests Inc. is based in San Francisco, CA and has been SEC-registered since 2019.

Does New Forests Inc. disclose fund performance?

New Forests Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address580 California Street, Ste 1210, San Francisco, CA 94104
Phone415-321-3300
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$981.9M▲ 44%
Mar '25 — $684.1MApr '25 — $684.1MMay '25 — $684.1MJun '25 — $684.1MJul '25 — $684.1MAug '25 — $684.1MSep '25 — $981.9MOct '25 — $981.9MNov '25 — $981.9MDec '25 — $981.9MJan '26 — $981.9MFeb '26 — $981.9MMar '26 — $981.9MApr '26 — $981.9MMay '26 — $981.9MJun '26 — $981.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$981.9Mregulatory AUM
Discretionary $981.9M

Fund type mix

Private Equity2
Real Estate2

Service providers

Auditor
Custodian