New Forests Inc.
● SEC registered since 2019CRD 165267SEC# 801-114546San Francisco, CA
Ranks #3,027 of 6,030 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 3,027 of 6,030 private fund managers.
New Forests Inc. private funds
4 funds · $658M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Shasta Cascade Timberlands LP | Real Estate | $309.4M | $3.1M |
| Ifm Timber Holdings, LP | Real Estate | $302.7M | — |
| Forest Climate Solutions Fund LP | Private Equity | $44.2M | $10M |
| Forest Carbon Partners, LP | Private Equity | $1.7M | — |
New Forests Inc. owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrie Rae Shannon Control | Treasurer, Head Of Us Finance | Under 5% | 2021 |
| Chelsey Ann Norberg Control | Secretary | Under 5% | 2023 |
| David Andrew Brentlinger Control | Chairman Of The Board, Director | Under 5% | 2017 |
| Emily Russell-Roy Warms | Vice President | Under 5% | 2021 |
| Jeffrey Steven Briggs Control | President; Director | Under 5% | 2023 |
| Jeremy David Marshall Control | Vice President | Under 5% | 2021 |
| Justin Thomas Meier Control | Vice President | Under 5% | 2025 |
| Mark Nicholas Rogers Control | Chief Executive Officer; Director | Under 5% | 2023 |
| Matthew Francis Zenick | Vice President | Under 5% | 2023 |
| Michelle Elliot Control | Director | Under 5% | 2024 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 580 California Street, Ste 1210, San Francisco, CA 94104 |
| Phone | 415-321-3300 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$981.9M▲ 44%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,306 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$981.9Mregulatory AUM
Discretionary $981.9M
Fund type mix
Private Equity2
Real Estate2
Service providers
Auditor
Custodian