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NEW FORESTS INC.

SAN FRANCISCO, CA · CRD 165267 · IAPD ↗ · 415-321-3300

$981.9MRegulatory AUM
13Advisory reps
22Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
December 2025 — NEW FORESTS INC. reported RAUM up 44% ($684.1M -> $981.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
November 2024 — NEW FORESTS INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.