Data / Investment advisers / Georgia / Forest Investment Associates
Forest Investment Associates, Atlanta, GA: $5.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Forest Investment Associates is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $5.2 billion in regulatory assets under management in its Form ADV filed April 2, 2026. Its clients include state and municipal governments, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 5 private funds.
The request: Watch Forest Investment Associates (CRD number 110163): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110163
- SEC file number
- 801-27363
- SEC status
- Approved, effective June 20, 1986
- Legal name
- Forest Investment Associates L.P.
- Main office
- 15 Piedmont Center Suite 1250, Atlanta, GA 30305
- Phone
- (404) 829-8842
- Website
- forestinvest.com
- Regulatory AUM
- $5,235,218,008 in the Form ADV filed April 2, 2026
- Discretionary AUM
- $276,956,061
- Non discretionary AUM
- $4,958,261,947
- Accounts
- 20
- Employees
- 55, of which 13 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 5: 5 real estate funds
- Gross assets of private funds
- $1,278,821,175
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 6 | $2.24 billion |
| Pension and profit sharing plans | 5 | $1.54 billion |
| Pooled investment vehicles | 5 | $1.28 billion |
| High net worth individuals | Fewer than 5 | $151.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.24 billion | March 28, 2026 |
| December 1, 2025 | $5.23 billion | March 25, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gid Multifamily Investment Management LLC | Atlanta | $5.89 billion | 8 | adviserinfo.sec.gov |
| Buckhead Capital Management, LLC | Atlanta | $5.76 billion | Not listed | adviserinfo.sec.gov |
| Cortland Investment Management, LLC | Atlanta | $5.67 billion | 3 | adviserinfo.sec.gov |
| Balentine | Atlanta | $5.54 billion | 6 | adviserinfo.sec.gov |
| Bip Wealth, LLC | Atlanta | $5.29 billion | 2 | adviserinfo.sec.gov |
| Fiduciaryvest, LLC | Atlanta | $4.93 billion | Not listed | adviserinfo.sec.gov |
| Ifg Advisory, LLC | Atlanta | $4.76 billion | Not listed | adviserinfo.sec.gov |
| Sage Mountain Advisors, LLC | Atlanta | $4.29 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Forest Investment Associates on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.