SourcingSourcing

FOREST INVESTMENT ASSOCIATES L.P.

C31
CRD 110163·SEC 801-27363·ATLANTA, GA
AUM
$5.24B
$1B+
Est. Revenue
$52.4M
@ 1% on AUM
Est. EBITDA
$15.7M
@ 30% margin
Est. Deal Value
$125.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOREST INVESTMENT ASSOCIATES L.P.
CRD
110163
SEC file #
801-27363
EIN
000000000
DBA names
Forest Investment Associates

Economics

AUM
$5.24B
AUM band
$1B+
AUM trajectory
'20'26
$4.83B → $5.24B▲ +8%
Client mix
State Or Municipal Govt6
Pooled Investment Vehicles5
Pension Profit Sharing Plans5

Operations

Employees (total)
55
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
12 advisors → 13 advisors▲ +8%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
forestinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOREST INVESTMENT ASSOCIATES,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
FOREST INVESTMENT ASSOCIATES,
Austin, Darcy, L
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORESTINVEST.COM
Rdap Domain Creation Date
1997-02-10T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001720778
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-10-25
Edgar Last Filing Date
2017-10-25
Edgar Form D Count
1
Edgar Form D Offerings
2017-10-252017-10-25 · 0001720778-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
C/O FOREST INVESTMENT ASSOCIATES L.P.15 PIEDMONT CENTER, SUITE 1250ATLANTA, GA 30305
Business
C/O FOREST INVESTMENT ASSOCIATES L.P.15 PIEDMONT CENTER, SUITE 1250ATLANTA, GA 30305
Edgar EIN
000000000
Edgar Recent Filings
D2017-10-25 · 0001720778-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-13T04:17:38Z
Rdap Domain Last Changed
2022-10-09T23:48:33Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
Austin, Darcy, L
Executive Officer · 2.5%
7528847
BOUTWELL, ANDREW, l.
Executive Officer · 2.5%
7090791
CERCHIARO, MICHAEL, P
Executive Officer · 2.5%
6317088
KLEIN, CHRISTINA, DAWN
Executive Officer · 2.5%
5030066
WALLEY, MARC, A.
Executive Officer · 2.5%
5655537
MACARTHUR, MICHAEL, DEREK
Executive Officer · 2.5%
7245065