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CRD 165267
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SHASTA CASCADE TIMBERLANDS LP | Real Estate Fund | $309M | Oct 29, 2024 | 3 | Sep 28, 2018 | reported | 021-301652 |
| IFM TIMBER HOLDINGS, LP | Real Estate Fund | $303M | Oct 29, 2024 | 2 | Oct 27, 2021 | reported | n/a |
| FOREST CLIMATE SOLUTIONS FUND LP | Private Equity Fund | $44.2M | Oct 29, 2024 | 11 | Dec 7, 2018 | reported | 021-323240 |
| CALIFORNIA TIMBERLAND INVESTMENTS, LP | Real Estate Fund | $17.8M | Sep 28, 2018 | 1 | Sep 29, 2016 | dropped | n/a |
| FOREST CARBON PARTNERS, L.P. | Private Equity Fund | $4.4M | Dec 22, 2014 | 2 | Dec 12, 2012 | dropped | n/a |
| FOREST CARBON PARTNERS, LP | Private Equity Fund | $1.7M | Oct 29, 2024 | 2 | Dec 7, 2018 | reported | n/a |
| THE ECO PRODUCTS FUND, L.P. | Private Equity Fund | $413,667 | Aug 16, 2021 | 9 | Dec 22, 2011 | dropped | 021-115096 |
| CALIFORNIA TIMBERLAND INVESTMENTS, LP | Real Estate Fund | $9,994 | Oct 29, 2024 | 1 | Oct 27, 2021 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRENTLINGER, DAVID, ANDREW | CHAIRMAN OF THE BOARD, DIRECTOR | Na | yes | 10/2017 | Dec 7, 2018 | Oct 29, 2024 |
| BRIGGS, JEFFREY, STEVEN | MANAGING DIRECTOR, PRESIDENT | Na | yes | 02/2023 | Feb 21, 2023 | Oct 29, 2024 |
| CAMPBELL, SARAH, JANE | GENERAL COUNSEL | Na | yes | 10/2023 | Dec 7, 2018 | Oct 29, 2024 |
| ELLIOT, MICHELLE | Director | Na | yes | 06/2024 | Oct 21, 2024 | Oct 29, 2024 |
| HAGLER, ROBERT, WALKER | DIRECTOR, VICE PRESIDENT | Na | yes | 06/2022 | Sep 30, 2022 | Oct 29, 2024 |
| KENNEDY, PAUL | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2023 | Sep 28, 2023 | Oct 29, 2024 |
| MARSHALL, JEREMY, DAVID | VICE PRESIDENT, DIRECTOR OF OPERATIONS | Na | yes | 10/2021 | Oct 27, 2021 | Oct 29, 2024 |
| MITSUI & CO., LTD. | INDIRECT SHAREHOLDER | C | yes | 01/2023 | Feb 5, 2023 | Oct 29, 2024 |
| NEW FORESTS PTY LIMITED | SOLE SHAREHOLDER | E | yes | 05/2007 | Dec 7, 2018 | Oct 29, 2024 |
| NOMURA HOLDINGS INC. | INDIRECT SHAREHOLDER | C | yes | 01/2023 | Feb 5, 2023 | Oct 29, 2024 |
| NORBERG, CHELSEY, ANN | Secretary | Na | yes | 06/2023 | Oct 21, 2024 | Oct 29, 2024 |
| ROGERS, MARK, NICHOLAS | CHIEF EXECUTIVE OFFICER; DIRECTOR | Na | yes | 04/2023 | Sep 30, 2021 | Oct 29, 2024 |
| SHANNON, AUDRIE, RAE | TREASURER, HEAD OF US FINANCE | Na | yes | 01/2021 | Sep 30, 2021 | Oct 29, 2024 |
| RORABAUGH, SAMUEL, WALTER | VICE PRESIDENT, DIRECTOR OF INVESTMENTS | Na | no | 06/2022 | Sep 28, 2023 | Oct 29, 2024 |
| WARMS, EMILY, RUSSELL-ROY | VICE PRESIDENT, ASSOC DIRECTOR OF OPERATIONS | Na | no | 12/2021 | Sep 28, 2023 | Oct 29, 2024 |
| ZENICK, MATTHEW, FRANCIS | VICE PRESIDENT, ASSOC DIRECTOR OF OPERATIONS | Na | no | 08/2023 | Sep 28, 2023 | Oct 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACER FORESTS GENERAL PARTNER LLC | n/a | n/a | n/a | Y | yes | n/a |
| FCS SLIVER HOLDINGS LLC | n/a | n/a | n/a | Y | yes | n/a |
| NEW FORESTS ADVISORY INC. | n/a | n/a | n/a | Y | yes | n/a |
| NEW FORESTS ASSET MANAGEMENT PTY LIMITED | n/a | n/a | n/a | N | yes | n/a |
| NEW FORESTS FCS GP LLC | n/a | n/a | n/a | N | yes | n/a |
| NEW FORESTS US TIMBERLANDS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| SHASTA CASCADE TIMBERLANDS GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| TROPICAL ASIA FOREST FUND HOLDINGS LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 27, 2025 | $684M | $684M | 23 | 13 | 0 | 5 | n/a |
| 2023 | Nov 7, 2023 | $634M | $634M | 22 | 13 | 0 | 5 | $558M |
| 2022 | Sep 30, 2022 | $589M | $589M | 19 | 13 | 0 | 5 | $518M |
| 2021 | Sep 30, 2021 | $433M | $2.7M | 16 | 10 | 0 | 3 | $282M |
| 2020 | Sep 28, 2020 | $352M | $352M | 19 | 9 | 0 | 4 | $327M |
| 2019 | Sep 27, 2019 | $332M | $332M | 13 | 5 | 0 | 4 | $302M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $982M | $634M | 55.0% | $433M | 31.4% | 22 | 22 | 0 | 0 |